Our core focus and expertise lies in Portfolio Advisory Services. With strong belief in India’s growth story, we advise clients to exclusively invest in listed Indian equities and mutual funds, depending on their risk-taking appetite. We provide periodic & timely recommendations on fresh investments as well as rebalancing the existing portfolio.
We design a financial plan based on the client’s portfolio & risk tolerance. Our experienced professionals work closely with the clients to define goals and to plan an investment strategy that helps them meet their current as well as future goals to optimally allocate their resources. We constantly review and update this plan to be in line with the changing market.