Wealth Building

Investment Planning

• Asset Allocation
• Direct Mutual Fund Platform

Support Services

• Research based recommendations (Insurance, MF, Gold, FD)
• Online investment platform
• Comprehensive existing portfolio Review (MF, Equity,FD, Gold)
• Monthly calls
• Dedicated RM who can attend your queries
• Regular Market Updates
• Product Information

Reports

• Free Online portfolio Tracking
• Portfolio report
• SIP Expiry reports
• SIP Alert report
• Mobile Application

Value Added Services

• Family Account consolidation
• Half yearly detailed portfolio review
• Quarterly Portfolio review

Expertise

• Asset allocation review once in a year
• Seminars/ meetings with fund managers / experts.
• Personal meet