We curate personalised mutual fund portfolio based on Risk Profiling and Goal Setting for our clients, enabling one-to-one interaction and transparency.
Asset Allocation Solutions
We recommend clients to have multi asset allocation in their portfolio and guide them in investing in Stocks, Real Estate, FDs, Mutual Funds, ETFs, PMS, Gold, etc.
Conservative Long term approach
We focus on increasing delayed gratification of the customer rather than taking undue extra risks to meet future goals. We believe Investing journey is a 20 years marathon and not a 6 months Sprint.
In-House Mutual Fund Research
We make sense by picking a handful of mutual funds from the universe of 2500+ mutual fund schemes. We follow a long term, process & data-driven approach. We like Margin of Safety in undervalued pockets of the market. We are aggressive when the market is fearful.
Client First and Financial Partner Approach
We are always available for our clients to have those difficult discussions about the financial planning, estate planning, asset allocations with calculations and reason to help them take most important financial decisions of their lives.
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