KYC (Know Your Customer)

We enable all our clients to be KYC compliant.

You can invest in mutual funds only if you are KYC compliant. KYC is one time excercise.

Financial Planning

We sit with our client first and understand their need and want.

Later, we prepare a meticulous report which has the road map to achieve their financial goals.

SIP (Systematic Investment Plan)

SIP works on the principle Little drops make the mighty ocean. The advantages of SIP are as follows:

• It brings in financial discipline
• It paves way for power of compounding
• You do not have to time the market

Tax Planning

Tax planning is an essential part of a financial plan.

We let our clients know how to get various tax exemptions, deductions and benefits to minimize their tax liability.

Retirement Planning

Everyone of us will stop working one day but our living expenses won't end and keep rising due to inflation.

Retirement can be easy if we take charge of our assets and deploy them to work for us.

Performance Tracking

We enable all our clients with an App which can be installed on their iOS or Android devices.

Using this App client can track their portfolio performance.