Define The Goal
We will help you analyse your financial goals in detail and suggest asset allocation most suitable to you, based on your risk profile and requirements.
Planning & Implementation
Once the goals and asset allocation is decided, we help you in planning and implementing the desired investment, completing the required documentation and statutory KYC
Control & Monitoring
Onboard client to our state-of-the-art, platform which will enable to control and monitor your portfolio. You will be able to invest, redeem, generate reports and regularly monitor your account.
Client Support
Once the account is activated and investments made, we will continue to provide regular advisory services, monitor and periodic review of your portfolio.
Our Process
You will have online access to your portfolio and be able to monitor your portfolio 24 X 7 through your account login
- 1. Investments will be in client's name and deposits made and redeemed into the Client designated bank account, thereby ensuring safety.
- 2. The transactions will mandatorily in line with all the regulatory guidelines applicable from time to time.
- 3. All such investments are subject to market volatility and risk. We will be available at all times to suggest actions, if any, required from time-to-time
Financial Planning
We strongly believe that success in life , beside many other factors, is directly linked to one’s financial planning. A financial plan highlights your time linked goals in life and provides a systematic blueprint to achieve them.
With our expertise we help you in understanding your financial goals in life, like education, real estate, marriage, investments, retirement, etc. and prepare a comprehensive road map to achieve these, keeping your financial situation, economic market conditions, time horizon and risk factors in mind.
It is our endeavour to develop a personalized, smart and efficient financial plan, in consultation with you to enable you to not only achieve your financial goals, but also experience financial freedom.
In the process it is our vision to develop long lasting client relationships, based on Trust, Sincerity and Transparency.
Why Choose Us
In addition to our endeavor of recommending suitable funds based on your profile, we will also ensure that you get the best customer experience by
Investor objectives
Looking for investment opportunities which generate passive income, with tax efficiency
Seeking a portfolio which generates returns to help achieving medium term and long term financial goals.
Portfolio customized according to investor risk profile
Transparency in dealing and safety of capital invested
Regular monitoring and review of financial situation and mid-course corrections whenever required
At all times ensuring that client interests and financial well-being.
Where do you go ?
Mutual Funds
Mutual Fund is a combination of stocks, bonds, securities and financial instruments, in a proportion determined by the classification, and owned by a large number of investors and managed by a fund house, under the supervision of professional fund managers.
Operation of MFs strictly inline within the regulatory framework, thereby ensuring investor interests and safety.
Diversification of investment due to MF portfolio in different securities
Low cost due to economies of scale of the fund house.
High degree of Liquidity with transactional ease of purchase and redemption
Transparency in daily net asset value of the each MF being declared.
Scope of investment in pre-determined periodic intervals leading to cost averaging advantage
Power of compounding as the investment horizon increases.
Who we are
During my three decades of corporate life, I realized the overall low level of financial literacy, with even the educated class being only remotely aware of something so critical to one’s well-being. Most people have little or no time to look at their own financial planning and go for sporadic “tips” or half-baked knowledge to decide on investments. It has since become my passion to help clients in their financial planning and investments and also conduct Invest Awareness Programs to spread financial literacy amongst various segments to help them plan better and lead better lives. It has been matter of satisfaction that my efforts have been successful in improving the financial well-being of many clients.
- Graduate from IIT Kanpur and IIM Calcutta with specialization in Finance and Marketing
- Professional work-experience of over Three decades with a successful track record in reputed organizations in India and overseas
- Expertise in International trade and marketing, business development, finance, investment planning and operations
- Well-versed with the stock, commodity and currency markets. Experience of over 12 years in successfully investing in mutual funds.
- Certified Financial Planner (CM)
- Registered Mutual Fund Distributor empanelled with major Fund Houses.
Marketing Manager
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Director
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SEO Analyst
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