Our Company is one of India’s premier Investment Advisory and Financial Planning companies.
We offer personalized Investment Advisory and Financial Planning services to individual investors, corporate houses, institutional investors, Non-Resident Indians (NRIs) and High Net worth Clients, among others.
We are a company engaged in the distribution of Mutual Fund products and select company FDs of HDFC Deposits and Shriram Transport Finance Co Ltd. since 2004.
We cater to mostly High Net worth individuals and NRIs and offer personalised service to them by giving them unbiased advice.
CONFIDENTIALLITY, TRUST AND VALUE ADDITIONS are the key premise on the way we function and maintain relationships. We strongly adhere to these principles and ensure that the client’s portfolio remains secured from our end.
We offer the following services:
Advisory on Mutual Fund schemes.
Preparation of Valuation reports.
Periodic review of the portfolio.
Online access to the portfolio, 24x7.
Additionally, we regularly send various valuation reports that enable for better assessment of your portfolio. We also recommend and suggest changes in your existing portfolio.
Mutual funds are the most convenient, easy to understand and low cost vehicles to invest in equity, debt and money markets. There are schemes which are of lowest risk with investment duration of minimum of 2 days to tax efficient Fixed Maturity Plans (FMPs), which yield higher post tax returns compared to Bank Fixed Deposits.
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