Faqs

Mutual funds offer:

• Diversification
• Professional management
• Liquidity
• Convenience
• Transparency

MF provides:

• • Access to a wide range of investment options

• Suitability for both small and large investors

Systematic Investment Plan (SIP) is an investment route offered by Mutual Funds wherein one can invest a fixed amount in a Mutual Fund scheme at regular intervals– say once a month or once a quarter, instead of making a lump-sum investment.

• Similar to a recurring deposit/EMI

It’s convenient as you can give your bank standing instructions to debit the amount every month.

Watch Video to know more,

Mutual Funds help you achieve your financial goals over a period of time. Does that mean you should consider investing in Mutual Funds only when you have a specific goal in mind and not otherwise? No! Even in the absence of financial goals, they are a good choice for anyone wishing to grow his/her savings or remain prepared at all times should a goal emerge in the future.

Financial Planning is meant for all those who want to systematically achieve their life goals, through proper financial management. There is no specific age or station in life to pursue this. It is certainly not meant for the rich alone. A good financial plan will pay for itself.
In fact, it may be even more critical for those who are less well endowed, as they cannot afford to get their money management wrong. Financial Planning works very well for all. It is for anyone who is interested in sorting out their finances. It works for all those who are serious about getting a path laid out and following that path.

Many people tend to think that they just want advice to invest the amount they have at that point.
Without understanding the client context, their goals, their personal situation & what they have done till then, it is not possible to suggest where they need to invest.
We need to understand that investments are done to achieve certain goals or satisfy certain needs at specific points. Hence, it is important to comprehensively examine the whole client situation before offering portfolio advice. That happens only when a Financial Plan is created for the client.

A financial planner works with the client to achieve their cherished goals in the time-frames that the client wants.
A good financial planner will take into account all details and then put together an investment portfolio that is best suited for that person.
What one needs to understand is that the Financial Planner/ Advisor is not trying to maximize returns- s/he is trying to put together a portfolio that would suit their clients best. Since the Financial Planner is anyway working towards meeting the goals of the client and has put together a portfolio that is tailored towards that, returns are not something a financial planner will obsess over.

With telecommunication tools available today & technology, one can have audio / video conversations with us from any location.
We are able to offer the same experience as in a personal meeting and that is why we have PAN India and NRI clients.
You don’t need to worry about that aspect when you deal with us.

A Financial Planner is like a doctor. Only when you make a complete disclosure would a planner be able to come up with appropriate solutions. Half information given would ensure that the plan is inaccurate. Trust is important in this relationship. Confidentiality of data is assured with us.
Hence, in your best interests, you should disclose full & correct information.

We are engaging with our clients as Distributors in which case the only source of revenue is the commission, we are getting from Company.

We put the best interests of the clients, first and foremost.