Top
AMFI Registered Mutual Fund Distributors: (ARN 49236)
SEBI Registered Non Individual Investment Advisor: (RIA no. INA 000005457)
AMFI Registered Mutual Fund Distributors: (ARN 49236)
SEBI Registered Investment Advisors: (RIA no. INA 000005457)

Financial planning is the development of a plan for evaluating a client's current financial situation, identifying areas of need, and planning for future life events.It is a conducive method of creating wealth over a period of time. Suitable for investors in the Accumulation Phase of their life. Wealth management is a comprehensive approach that focuses specifically on higher net worth individuals including advice on investment management, estate planning, asset protection, and private banking. Suitable for investors who have accumulated wealth which needs to be sustained and managed.We look at wealth management as a bespoke customization of an individual's finances. It is an investment advisory service, that looks towards assimilating comprehensive data from the investor to provide holistic advice.

The frequency of reviews depends upon the intricacies of the investor's portfolio. Factors such as allocation in the current portfolio, and goals status are among the many factors considered. Typically, half-yearly reviews are advisable; however, portfolios are monitored by us in-house consistently. Investors also receive their portfolio every quarter, with our Quarterly Outlook on the market

Investor feedbacks and testimonials are taken by way of a Feedback form circulated to all investors on a yearly basis. We also have a helpline number on which you can escalate your queries.

Do you have more questions?