Services


Investment Advisory Plans

DIY - Do It Yourself
( One Time Plan )

  • Review Of Existsing Insurance and Investments
  • Risk Profiling
  • Suitable asset mix advice according to goals and risk appetite
  • Suitable finance products among the asset
  • Retirement planning
  • Tax planning

suitable for investor who want to create a long term portfolio of assets, have regular flow of income and can manage their investment online by themselves after its creation without much support.

Continuous Monitering Plan

  • Review Of Existsing Insurance and Investments
  • Risk Profiling
  • Suitable asset mix advice according to goals and risk appetite
  • Suitable finance products among the asset
  • Retirement planning
  • Tax planning
  • Continuous Support on all advice given
  • Direct Equity Investment
(Equity portfolio will be long only. Cash delivery settlement within Nifty 500 companies)

Suitable for investor who have already created a sizeable amount of investment portfolio and their risk profile suport them to take advantage of market anomalies through a medium term trading ( 3 to 9 months ) such tractical allocation would very small percentage of overall net worth.