We understand every clients long term and medium-term goals and assign a financial value to the entire goal matrix. This is done on the basis of a very detailed and elaborate profiling of the client based on financial and behaviour parameters.
INVESTMENT SOLUTIONS ADVISORY
A customized investment solution is prepared for each client to help them meet their financial goals. Investment solutions are evaluated on the parameters of risk, returns, liquidity needs and tax efficiency.
MONITORING AND REPORTING
We believe in giving clients 24x7 access to their portfolio on their fingertips. Portfolio reports are generated and discussed with the client on a periodic basis and the client also has a secure login access to the plan at any point of time.
REVIEWING AND REBALANCING
The success of every investment is dependent on not just where you invest, but also how well it is reviewed and managed after the investment is done. Our team regularly reviews your portfolio and recommends adjustments to your investment allocation, when required.