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ABOUT US

FINANCIAL
PLANNING

INVESTMENT
ADVISORY

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We offer Investment Advisory service a service which assists an individual in deciding the financial product or investment instrument - by assessing the suitability of the product or instrument specific to the current & future needs of the individual. 

As a SEBI registered Investment adviser, no investment product is sold or compensation received with respect to products on which advice is given.

Services 

Consultation/ One-off advice 
For Individuals who want to consult on specific personal finance matter or desire review of existing investments or strategy. 

Advisory with periodic review
For Individuals desiring limited advise on one or two specific area of personal finance (e.g investment of a specific corpus amount or only Retirement Income plan or suitability advice on existing insurance covers/policies) together with periodic review.

Advisory with Financial Planning & Portfolio Monitoring
For Individuals preferring to cover multiple areas of personal finance (investments, asset allocation strategies, tax savings, personal Risk cover & other objectives) and want their financial plans and investment portfolio to be monitored ongoing basis.

 

Type of Products / securities on which Investment advice is rendered 

  • Equity Shares, Debentures, Bonds, Corporate deposits

  • Mutual Funds & Exchange Traded Funds

  • Government Bonds

  • Life assurance, Health Cover & Personal Protection plans

  • Mortgages & Loans

 

Fees 

  • One time fee for consultation, initial review & financial plan based on scope of work

  • For Ongoing advisory, fees is charged on annual basis as agreed upon at the time of engagement

  • Advisory Fee is disclosed in writing before commencement of engagement

  • No charges for initial meeting & discussions

 

 

What We Do

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