Getting Started

All you need to do is get in touch with us. We will meet you for a thorough understanding of your need. Once this is done, we will research, analyse, and come up with the best solution for you. You can do all of this from the comfort of your home. You can then be rest assured that your mutual funds are under right advice.

    • Once you leave your phone number or reach us by e mail, we would call you or e mail you.
    • We will have an initial discussion over phone/ mail.
    • We would meet you at your place and at a convenient time.
    • We will then discuss and assess your investment needs.
    • Draft a mutual fund portfolio suitable to you.
    • Finalise the mutual fund portfolio after any changes by you.
    • Execute the same.
    • Monitor and report to you every quarter.
    • Review the same every year and make changes if necessary.

Contact us for personalised financial solutions

Get Right Advice on your mutual fund Investments here…

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