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Our Major USPs
How it works
What We Offer
Mutual Fund Screener
KYC / FATCA Forms
Our Major USPs
Comprehensive Product Line
Mutual Funds- Liquid, Debt, Hybrids & Equity.
Portfolio Management Services.
Alternate Investment Funds.
Corporate Fixed Deposits.
ReIT Funds/ Private Equity Funds, including Startup Schemes/ IPOs
Content & Research
News & Views keep flowing from all vectors, including the asset management companies that we deal with.
Imperatively, we ensure that irrelevant info is filtered out and only relevant & impactful information reaches our clients.
» Morgan Stanley
» Motilal Oswal Securities (For Equity Markets)
Advisory as per modes that are convenient to the clients: We prefer in-person
Multi-tier approach to ascertain the Modus-operandi & style of investing.
4 Varied risk Profiles to suit the requirements of the clients:
Model Portfolios for each risk profile are shared and further customizations are inducted to make it tailor-made for clients
Objective consulting methodology: Hold vs Sell and Opportunity costs assessments
Frequency of reviews as decided by the clients
Goal-based Investing & assignment encouraged to provide clear understanding of objective with which the investment was made.
Online Access view of the portfolios – anytime, anywhere, through the Website or Mobile Application.
Web based transaction facility available post one-time registration.
Portfolios & reports sent on email as per request in no time.
Comprehensive reports, covering all aspects. External portfolio also included for Bird’s eye view of total market portfolio.
» XIRR REPORT
» LT/ST CAPITAL GAINS REPORT – BOTH RELAIZED & UN-REALIZED
» TRANSACTIONS SUMMARY (CHRONOLIGIAL ORDER)
» SUMMARIZED REPORT
» DETAILED REPORT SHOWING TOP HOLDINGS, FUND LEVEL EXPOSURE, SCHEME LEVEL EXPOSURE, ASSET CLASS EXPOSURE, UNDERLYING STOCK HOLDINGS ETC.