Services
We work with both individuals and select non-individuals to provide a comprehensive, holistic approach towards managing finances. Our services are highly personalized to clients’ requirements, their risk tolerance and based on sound and transparent research principles. Our investment philosophy prioritizes high-quality, well-managed assets and tailored risk management.
Financial Planning
We create a customized financial plan that consolidates all your financial data into one report, maps out your requirements and reviews your existing investments on their suitability to your profile. A highly recommended first step prior to beginning fresh investments, this one-time consultative process helps you lay out your life goals in financial terms, gives you confidence about where you are, and the clarity you need to make decisions going ahead.
Our financial plans are prepared based on a comprehensive assessment of client finances. A financial plan includes:
Portfolio Review
Investors today are knowledgeable, interested, and active in managing their own investments. However, it is always helpful to get an outside opinion on your holdings every now and then. We analyse your portfolio performance and provide you with a detailed report that will help you continue managing your wealth with greater conviction.
A broad portfolio analysis is provided as part of our financial planning service. We additionally provide in-depth portfolio reviews to clients who may be interested in taking stock of their investments alone or in greater detail. Our portfolio reviews can break down mutual funds to provide you with a better understanding of We also provide reports on direct equity stocks. These reports include:
Investment Advisory
We provide investment advice aligned to client goals on a
range of opportunities in Indian financial markets. Our research-driven
approach, close monitoring, and use of fintech platforms, ensures that our
clients receive and can act on timely and accurate investment advice.
An overwhelming choice of instruments, large volumes of
information, and constantly changing market conditions can make investment
management a time-consuming and fatiguing process. We utilize our own in-depth
research in mutual funds, fixed income instruments and direct stocks to manage
clients’ investments actively and ensure that they are always invested in the
right assets. We provide end-to-end support from decision-making to transaction
management to ease the process for our clients. Our competitive fee-structure,
without a profit-sharing system, ensures that clients get the best value out of
our service.