We follow a 4 step financial planning process which helps us better understand your financial world and thus help us in construct of for best suited portfolio for you.
The creation of an investment portfolio best suited to your needs arises from deep research and understanding of the various products available. You may have a fair idea of which asset classes and product types interest you, but you will need to further choose from various schemes under each product type and then execute them
The Research Presentation from our dedicated research desk gives you a monthly overview of the Indian markets as well as global markets and brings to you the current market scenario, equity and debt market roundup, market outlook, recommended stocks and mutual funds, and Investment Strategy across various asset classes.Click here to see sample copy
We come up with our recommendation list across all asset class / categories of investment. The recommended mutual fund will be across all categories such as Debt – Liquid, Accrual, Income – Short / Medium / Long Term, Debt Hybrid, Balanced, Equity (Large cap, Flexi Cap, Mid Cap), Sectoral, Index.
The recommendation will also spread across other products like Direct Equity, PMS, Structured Products, Private Equity and other products
These recommendations will be shared on monthly basis