Our People

 
We employ a business structure, creating an environment that fosters effective problem-solving and open communication throughout the firm. Our people understand this and are dedicated to our mission.
 

Our Clients

 
Our clients represent all classes of our society; i.e. Corporate Houses, Institutional Investors and Individual Investors i.e. NRIs, HNIs, Rich, Middle and Poor Class. Our goal is to develop investment strategies that help them meet their financial goals, no matter how cautious or aggressive their investment approach may be.
More we know about them, better we can offer them financial solutions. We see our clients with high respect in our efforts to build their financial security. We need to meet their specific needs. We apply following tailor-made 3-step investment strategy for them: 
 

Our Investment Strategy

 
 
Step 1 - Investment Policy
Through initial consultations, we establish investment plan best suited to our client and his/her family. These consultations allow us the opportunity to know about his/her background and needs; i.e. need of fund value and time, age, health, family situation, risk appetite and psychological approach to the world of investments. Once we assess these factors, then we begin to determine a reasonable allocation and distribution of the assets into different categories on need and risk-return basis.
 
Step 2 – Investment Product Selection
After deciding investment plan, we select appropriate investment product to implement the plan. The product selection process results from analyzing research material from dependable standard sources and our evaluation. Our firm has expertise in all types of Financial Products, i.e.  Mutual Fund Schemes, Insurance Plans, Pension Plans, Fixed Deposits etc.
 
Step 3 – Monitoring and Rebalancing Portfolio
Once the portfolio is established, we will continue to monitor market value fluctuations in the portfolio to ensure fulfilling to the objectives. Periodically we rebalance portfolio to ensure that he/she benefits from it. We focus on consistent financial advice that provides greater value to our investors.
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How do mutual funds help you to invest better? Mutual funds can provide you products that can meet your financial goals with relatively lesser risk.
Fri, 26 Oct 2018 08:36:58 +0530

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