About Me
We offer a one-stop solution for all your investment needs. With over 20 years of expertise in Mutual Funds, Investments, and Financial Markets. Starting as an individual in 1987, we have grown to serve over 6,000 clients, providing expert recommendations on Mutual Fund schemes from any Asset Management Company. Our goal is to offer customized investment solutions based on risk profiles and financial goals, ensuring seamless wealth creation and management.
Experience & Qualification
- Qualification : -
- Experience as an Advisor :
-
- Total work Experience : 20+ Years
Services and Advisory Offered
- Multiple investment products & services at a single point
- Customized investment solutions based on risk profile & goals
- 24/7 portfolio access & online transactions worldwide
- Multi-Asset Wealth Reports & detailed Mutual Fund Reports
- Mobile app for quick access & monthly review reports
- Individual & family portfolio views available
- Online ATM facility for instant fund withdrawal
- Access to calculators
- scheme details & performance analysis
- Realized & notional capital gain/loss reports for tax filing
- Folio Master & multiple investment reports for detailed insights
License
- Mutual Fund - ARN No. 309763 - Validity
(30/09/2024) To (29/09/2027)