Why we

If you have investment thru various distributors and have been struggling to make sense out of it!!

Here is the solution, we review existing investments, recommend to align with your stated objective and suggest a plan that is collaborative to the existing investment. Unique to the industry isn’t it?

We suggest you a product which suits your need. Or we devise a basket of products to suit your requirement. “Not available” is not the answer we give.

When your needs are unique, how can a product be uniform for all? We don’t believe in concept of “One size fits all”.

You get one single window to view all your investments every month. Auto generated valuation reports are mailed on 1st of every month.

We do periodic review of entire portfolio including the one’s that is not invested through us. As saying goes- “Inspect what you expect”

No one strategy is relevant all the time so your action has to be dynamic to meet the changing investment environments. It’s our endeavour that we make portfolio relevant from time to time.

What is more important for success of any portfolio return is continuity of relationship and consistency of thought process. Large institutions have failed to keep up on this front! Frequent change in Relationship Manager makes portfolio inconsistent to its stated objective. Also one is not sure of interest and level of knowledge of the person managing the relationship.