Our role in implementation and execution

We are a pure advisory with everything in your name but implement transactions for you completely. A portfolio will of course comprise of products from various asset management companies but you do not have to contact any of them. We provide comprehensive one point service for you. We also resolve any problems or get any mistakes rectified from product providers and many times you will not be even aware of this.

We have made the transaction process simple, quick and straightforward given the regulatory constraints and will continue to strive to simplify even further as regulations improve and technology develops further. With a limited POA we can transact on your behalf with just an e-mail instruction from you.

We have devised operations, which keep the process fast and error free as much as possible. Moreover, right from initiation we are careful to structure details in such a way that your subsequent needs are processed very smoothly. For example, we will take requisite steps to ensure that whenever you want to redeem in future, money gets credited to your account directly and without any delay. Another example will that be of ensuring smooth and quick repatriation for NRIs.

Actual process itself

Investing process is simple; it just needs filling up a simple application form and attaching a cheque payable to the specific fund scheme. Form can be downloaded from our website and then mailed to us. Only documents required are copies of PAN card and KYC letter. These are required only once at the initiation from your side.

Any subsequent transactions like selling or switching are simple and can be done online too. We will move to full online process as soon as it becomes feasible from a regulatory perspective.