Our Services

Financial Planning


How most of us plan our investment?

  • Fixed deposit.
  • Buying gold.
  • Accumulating cash in bank accounts.
  • Buying some money back policy and insurnace.

What we offer?

  • Determine your current financial situation.
  • Develop your financial goals.
  • Develop financial planning alternatives.
  • Evaluate alternatives.
  • Create and implement a financial action plan.
  • Re-evaluate and revise plan.

Investment Planning


How most of us plan our investment?

  • Search online.
  • Take advice from friends and family.
  • Go with some broker.
  • No plan, just randomly invest in any financial instrument.

What we offer?

  • Risk profiling for asset allocation.
  • Creating customised model portfolio./li>
  • Allocation of funds according to plan.
  • Review and course correction.

Tax Planning


How most of us plan our investment?

  • Park your money in PPF account.
  • Buy ULIPs.
  • Buy LIC policies.
  • Follow what friend or colleague is doing.

What we offer?

  • Discovering your tax liabilities.
  • Devise a plan to save your tax.
  • Selecting tax saving mutual funds(ELSS) according to plan.

Invest Online


How most of us plan our investment?

  • By Creating mutiple accounts at multiple funds website.
  • Through demat accounts.
  • Through some broker which requires filling of number of forms.
  • Phyisically visiting financial campanies.

What we offer?

  • No filling of forms ( except KYC and ECS mandate, as per SEBI rules).
  • Completely online, hence instant transaction for buy,redeem, switch.
  • Consolidated protfolio viewing 24X7.
  • Analysis of your investment.

Insurance


How most of us plan our investment?

  • Buying what friends or colegues have bought.
  • Online search.
  • Phsyically visiting insurance office.

What we offer?

  • Systematic assessment of your insurnace needs.
  • Devise a plan to cover you and your family.
  • Suggesting insurance schemes according to plan.

NRI Corner


There are lot of restrictions for NRI's based out of US and Canada (FATCA) and many fund houses do not accept monies from NRI's from these geographies. To avoid any hassles, we request you to get in touch with us for the same as regulations are very dynamic. For NRI’s based out of other geographies there are no restrictions and they can invest through NRE / NRO accounts subject to KYC documentation being done.