What we do

Services For Existing Customers

Selection of Appropriate Mutual Funds


This is based on your risk profile, time horizon of your various objectives, our assessment of market conditions, rigorous performance analysis, taxation and costs of multiple schemes.

Online Execution


We execute completely-your time spent is minimal. All transactions can be done online. We go a step higher where we fill up everything and a link is sent to you for approval. It makes geographical location redundant. You can transact from any city and it is very easy for NRIs too.

Portfolio Statement


Detailed portfolio statement which is always updated and accessible. Details include scheme wise amount, transaction dates, returns, dividend history and much more.

Dynamic Product Appropriateness


This comprises of quarterly product appropriateness reviews which assess the suitability of assigned mutual fund schemes and whether any change is warranted.

Video Consultation anytime anywhere


You can contact us anytime from anywhere -one to one communication with your assigned Relationship Manager designated to you through video conversation. In case you want to reach out to Senior Management or an Urgent issue to discuss, you can initiate the conversation and you will be contacted on a priority basis.

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Our Value Addition

  • Highly trusted & ethical

  • Tremendous ability in Product Selection

  • Dedicated Relationship Manager

  • One on One intensive and caring service

  • Life without financial worry

  • Frequent Communication from anywhere

  • Latest technology for fast, error free and smooth transactions, implementation & monitoring

  • Transcending geographical barriers and specially adept and experienced in dealing with NRI clients

Customer Profile & Testimonials

Our customers come from a variety of backgrounds and companies...

Rishiraj Chowdhury, Online Sales & Operation Mang, Google

Finance Doctor with their ethical and principled approach made me realize...

Ruchi Chouhan, Manager, Capgemini

I was worried about a number of issues in my life, notably my children's education...

Krovi Sharma, Software Architect,Amazon

I was unaware that declining interest rate could be a great opportunity...