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We have a holistic approach and structured process to create executable plans to make the financial lives of our clients simple and hassle free.

We are a friend in need, philosopher in money management and guardian of your wealth.

Our journey together has these milestones…

1. Financial Planning

  • Review your existing financial situation
  • Assessing & analysing of life goals
  • Creation of a Financial Plan - a frame work for wealth creation

2. Portfolio Construction

  • Asset allocation as per goals 
  • Selection of securities and funds
  • Managing balance in the trinity - Return, Risk and Liquidity

3. Easy investing

  • Setting up online account for investments and tracking
  • World class research, analytics and CRM using state of the art technology 
  • Hassel free investments & customised tracking

5. Investment Tracking & servicing

  • Portfolio tracking, anywhere, anytime, any device
  • Reporting for investment taxation & auditing
  • Goal based tracking & personalised service

6. Regular reviews

  • Periodic assessment of goals
  • Rebalancing of portfolio based on targets /valuations
  • Incorporating change in strategy and action, as and when required

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