who we are & what we do?
We believe that protection of your fund is a prime job and it needs to be addressed with lots of knowledge and proper planning. Hence we follow a four step process of Financial Planning - Risk Profiling, Goal Planning, Portfolio structuring and portfolio tracking. We use a wide range of products to achieve the financial goals , which consist of various assets classes like Direct Equity , Mutual Funds , Fixed income products and wealth products etc. As a company we would be majorly focusing on managing our client portfolio with utmost trust and care which intern would help our clients to get optimum results in the portfolio.
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+91-7875442347, +91-8007504437
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