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About Us
We offer money management, financial planning, and investment advisory services.
We help you build a personalized investment strategies tailored to specific client needs, and regularly review those strategies to increase the likelihood of success. What are your goals and aspirations? We'd like to know. Then we can determine an investing strategy that helps you achieve your full potential.
We tailor not only our advice, but also our service, to the unique needs of each client. From customized investment strategies to personalized planning and communication we continuously strive to achieve a higher level of personalized service to achieve your financial goal.
We plan your financial needs in tailor made. It analyses market trend and investment buckets in turn to have maximum returns. We serve you with array of financial planning.
Spectrum of Products where we have an expertise:
Mutual Funds.
Investment Consultancy.
Equity and Derivatives broking.
RBI Relief funds and Infrastructure Bonds.
Life Insurance.
The list of reports that we can serve you with is mentioned herewith:
Your Investment Related Reports:
Valuation Report
Investment Snap Shot Report
Valuation Summery Report
Tax Related report for your investments :
Capital Gain/Loss Reports
Portfolio Analysis Report
Sector/Asset Allocation Report
MF/Company wise Allocation Report
Mutual Fund Related
Fund Performance Report
Fund Comparison Reports
Market Wrap
Funds Fact Sheets
NAVs and Dividends History