OUR CUSTOMERS VOUCH BY OUR FINANCIAL PLANNING AND PORTFOLIO CONSULTING SERVICES. HERE'S WHY
'Risk Check Up'
In depth Assessment of income, expenses and goals
Balanced Asset Allocation based on above two
Your money works for you even when you sleep
Dedicated expert for your financial queries
Maximize Long Term Returns
Focus on what you're best at!
OUR SERVICES
FINANCIAL PLANNING
(NRI's and HNIs)
A financial plan is to your investing what your doctor's advice is to your health. This one document is made with great focus on YOU, your needs, cash flows, and risk appetite. Over three virtual sessions, we gather information and inputs from you, and then build a completely customised and highly detailed plan.
CUSTOM EQUITY PORTFOLIOS
NRI's and HNI's
Investing is personal and differs from an individual to another. There is no one size fits all approach. However, there are clear ways to generate long term wealth, and you can assign that task to us. We mix your preferences with our market observations and help create a portfolio that performs and makes you feel comfortable holding.
SMALLCASE
Smallcase is a platform to invest in our model portfolio of stocks. Seamlessly link your demat account with smallcase, subscribe, and our model portfolio automatically gets purchased in your account. It's really simple, effective and fast.
Good decisions begin with a first step. Take it
Complaints Resolution
