Our motto says it all; We provide
"Personalised FINANCIAL PLANNING to ensure Security for Life for you & your family"
I. We lay great emphasis on CAPITAL PROTECTION
Our investment philosophy revolves around two key aspects:
1. Preservation of capital
2. Generating absolute Inflation beating returns.
We are more interested in protecting your downside in a falling market as we believe that the upside takes care of itself when the tide turns for good. Our endeavor at all times is therefore to first help preserve your capital and, then, to help grow it.
II. Thorough in-depth RESEARCH
We take great pains to keep ourselves updated on the latest developments in the Investment world and its consequent impact on YOUR investment Portfolio.
We seek to help you achieve your financial goals by constructing for you a well-defined, dedicated portfolio of mutual funds & other related instruments that is well diversified across AMCs, sectors as well as companies. Each mutual fund scheme that we shall select for your portfolio meets certain basic minimum criteria viz; a track record of atleast 3 to 5 years; an outperformer across various ups & downs in the stock market; a reputed & process driven fund house & exceptional fund manager. We are well equipped in choosing the right MF scheme for you as we follow a detailed research driven process for shortlisting those schemes.
III. CUSTOMISED Portfolio
We do not believe in providing a standard, one-size-fits- all portfolio common to all. We firmly believe that every individual has his or her unique set of financial goals and calls for a specific financial planning process. Hence CUSTOMISATION is the key here. We take great pains to study your financial requirements and create a dedicated portfolio meant for achieving your financial goals.
IV. Disciplined & long term approach
We firmly believe that WEALTH creation is possible with a combination of right advice, disciplined approach to investing & a long term horizon. We are not in the business of offering quick magical profits and in the process risking your capital.
V. Putting YOU first
Our CLIENTS come first and then everything else. For very unfortunate reasons, the Indian financial services industry is suffering from gross mis-selling due to target based & commission driven approach of certain agencies. This is one practice that does not gel well with our philosophy of putting clients interest before our own. We believe in recommending only those schemes that a client needs and not what we want to sell.
VI. Educating the client
We pride ourselves for the fact that we take great pains to ensure that you have understood every aspect of the Financial Plan that we might have drawn for you. We undertake the task of spreading financial literacy and ensure that, you clearly understand the risk and rewards aspect of what you are getting into even before you make your first investment.
VII. Our Unique service offering
We have pioneered the concept of Online Financial Planning. In this, we have attempted to create a web-based model where-in we offer you our esteemed financial planning services right on your Desktop.