Free consultation on all types of financial matters.
Helping our clients to choose right, suitable and tax-efficient financial products according to risk-taking capacity of each client.
Providing off-line and on-line portfolios of Mutual Fund investments. Our clients can view their portfolio anytime, online.
Monitoring and reviewing of portfolios of clients on regular intervals.
Providing periodical Capital Gains Reports with our comments on the tax implication on the realised gains.and reviewing of portfolios of clients on regular intervals.
Investments and redemptions from Mutual Funds happen online through NSE’s portal dedicated to Mutual Fund transactions.
Our clients including NRI clients have delightful experience in investing through us in Mutual Funds as there is no paper work. While we generate the transactions (Purchase, Switch, Redemptions etc.) as per the discussions with our clients, they complete the transactions by just a click in the secured links in the emails sent by NSE with our reference. Distance is not a barrier. Our clients can also do Mutual Fund transactions in NSE’s portal on their own.
Guidance to clients on all types of investments for wealth creation, on forex, insurance planning etc. even though we may not handle all such products.
Replying to emails and messages of clients and executing their transactions on top priority.
Consultation for tax-planning.
Co-ordination with tax consultants of our clients.
Co-ordination to make WILL for hassle-free transfer of the investments and assets to loved ones of the clients.
Arranging for updation in KYC and investment folios whenever there is a change in:
Nomination
Address
Email ID
Mobile ph. Number
Bank a/c etc.
Arranging for transmission of investments to the nominees/legal heirs in the unfortunate event of death of the investor.
Guidance to open Demat a/c.
Guidance to convert physical share certificates into Demat form and transmission of shares of deceased investors.
Providing all types of clarifications on investments by NRIs.
Door-step service. Clients can relax while documents are collected from and delivered at their place of choice by our dedicated field employees.
Maintaining utmost confidentiality of the investments of our clients.
