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Within the Mutual Fund space, we offer our services in the following ways:
1. Self Service (Free Online Investment Account)
If you are a seasoned investor, who has been investing in the capital markets directly or indirectly through mutual funds for a long time, and you feel that you can invest into mutual funds on your own without seeking any advice, this service is appropriate for you. According to this service, you will be provided a FREE online investment account, without having to pay any account opening or annual maintenance charges. You will be able to invest through this online account from ANYWHERE, ANYTIME using your online bank account. You will be able to manage your portfolio in better way, because now you will not have to look for different account statements from various mutual fund companies, as all your mutual fund investments through us will be reflected on a single holding statement which will be available on our website 24x7. To know more about this services, please click here.
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2. Goal Based Advisory Services
Every action should have a Goal. Therefore all financial savings or investments also must have a goal like child's education, child's marriage, self-retirement or purchase of an asset like house, car etc. without which it is difficult to manage the money properly. An investor without a financial goal is like a passenger who has boarded the train unclear about his destination and then asks his fellow passengers as to which station should he get off the train. As such, we provide advisory services to our clients by guiding them through their financial journey so that the financial goal can be acheived. To execute this, initally we recommend a portfolio of mutual funds schemes based on the risk taking ability of the investor and the time period left for the goal to be acheived. Thereafter the portfolio is monitored and reveiwed at a particular time intervals.
3. Portfolio Management Service
Will be updated soon.
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