- During this journey of several years of work in the financial services sector, we have gone through various faces of the industry and thus have been conferred with versatile experience & have been able to acquire deep & intense knowledge that we are offering to our customers thereby serving them to convert their goals into reality.
- Our hard work& dedication has showered its results & we have been able to build a strong image in the industry. Our efforts have made it possible to have a set of satisfied client base consisting of doctors, engineers, businessmen, teachers, bureaucrats, etc.
- To be successful in the financial services sector, it is very essential to keep the knowledge base updated. For the same,
- We attend the seminars conducted by Asset Management Companies (AMCs) regularly.
- We meet the Fund Managers on regular intervals.
- Go through the magazines, newspapers, business news on daily basis.
- The foundation to any relationship is trust &in today’s world the chances of fraud & to get ditched have reached their extreme end. But in our case, you can feel completely satisfied since we hold proper licenses from government agencies like Association of Mutual Funds of India (AMFI) & Insurance Regulatory & Development Authority of India (IRDA) to work in the field of Mutual Fund & Insurance ( Life, General & Health) respectively.
- You can also assure yourself by knowing that we not only have experience in this field but we also possess various certification courses like NISM, Chartered Financial Planner, etc. therebyenhancing our capability to deal effectively during the highs & lows of the market.
- In today’s fast growing competitive world, no one is having excess time to look around for different professionals for different fields. Keeping in view this situation, we provide a one stop platform for almost all the investment instruments like Mutual Fund, Insurance ( Life, General & Health), Public Provident Fund ( PPF), Bank Fixed Deposit, etc.
- Besides getting your investment done, we provide certain value added services as well, such as:
- Investor Awareness Programs:
Being an investor, it is very essential that your hard earned money should not be ruined. Hence, we assist you by conducting such programs regularly.
- Paperless Investment:
You can invest in the mutual funds just by a sms or call. No need of any cheque. Thus, serving the environment &saying your time.
- Calculation of Taxes:
One of the difficult tasks is to know the taxes you have to pay on the income earned. For the same you have to approach to a different professional. But here we are to assist you in this task as well.
- Monitoring & Tracking:
We provide post investment services as well in the form of monitoring & tracking your portfolio. We don’t only give you a startup but we lead you to your goals.
- Website & Mobile App
This is the age of information technology. The world has become compact. Everything is approachable at a fingertip. Thus, how can we lack behind in this field. Our website & mobile app is at your service on 24*7 bases. Thereby enabling you to know your fund value at anytime& anywhere.
- Our approach to work can be explained as beneath:
- We adopt customer centric approach. Our services are for the betterment of our customers & not for the AMCs.
- We flow the investment process as per the life stages.
- We suggest the plans & the schemes as per the customer’s requirement
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