Comprehensive Financial Assessment:
Clients will be provided with an edge in the form of Comprehensive Financial Plan, which will give an overall review of his current finances, asset allocation and Goal based investments and risk management plan.
Quarterly Portfolio Review:
Ongoing Quarterly review will be done on the portfolio by the dedicated WM.
Clients will be provided with frequent Alerts/Triggers in order to keep them updated and will help the clients in taking decisions with more conviction.
Clients will be invited to various educative and Knowledge enhancing seminars where prominent experts will be called to share views on Markets and Investment opportunities.
Active Investment Services:
Clients shall be provided active Investment services on each asset classes like Equity, Real Estate, Debt, Art etc.