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Client Advisor




In order to deliver top notch services, we carry out extensive investment on fund houses and their schemes. Apart from relevant statistical measures to the risk return portfolios of the scheme, we also examine the intanglibles such as investment philosophy and management quality of the Asset Management Companies.

We analyse tools and methodologies to judge quantitative performance of mutual fund schemes. All aspects of the schemes, such as its risk return profile, its sector weights, diversification strategy and consistency in performance is monitored closely.

When we acquire a client, we identify their underlying requirements, examine their current life stage, time horizon for investments, and understand their approach towards financial goals. Only after we fully comprehend their financial needs that are typical to him.

Our job does not stop there. We will constantly send out monthly Valuation Reports for your monitoring.

As we have established relationships with our clients that we are cherishing, we treat each portfolio with utmost care.

Since we are responsible for taking you closer to your ultimate financial destination, we will apply the required financial metrics to seek out the schemes that are best suited to your altered needs if and when you require us to do so.