Our Offerings

Financial Planning

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Well defined, detailed and personalized financial plan is your guide to set and achieve your personal financial goals. 

Risk Profiling and Goal-based Investing

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Preparing for financial goals is serious business. No one wants to be surprised by a shortfall for their key life goals. 

System Driven Equity Investing

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A sound investment strategy is the cornerstone to building and preserving wealth, and it is a means to accomplishing your goals. We provide systematic quantitative equity investing strategies for our clients.  

Dynamic Asset Allocation

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Successful investing requires a long-term perspective and discipline to avoid making short-term emotional mistakes. Targets and ranges are set for each client's allocation to stocks, bonds and alternatives based on their specific situation.

Direct Plan - Mutual Fund Investments

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By investing in Direct Plan of Mutual Funds instead of Regular Plan, not only you save up to 2% of your investment which goes into commissions, also you get access to better performing mutual funds as they are not commission driven.

Portfolio Restructuring

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It's never too late to restructure your investment portfolio if its not designed as per your risk profile and your financial goals.

Next Steps

Documentation

  • Know Your Customer (KYC)
  • Risk Profiling 
  • Financial plan and goal setting  
  • Product offering based on goals and risk profiling 
  • Funds deployment and regular monitoring

Important Information

  • The securities and funds of investor always remain in the investor's account only under investor's control. We do not control your investment accounts.
  • Investments in securities are subject to market and other risks and there is no assurance or guarantee that the objectives of any of the strategies will be achieved. 
  • Clients are NOT being offered any guaranteed/assured returns. 
  • Past performance / Back tested performance of the strategy does not indicate the future performance of any of the strategies.