Our core focus and expertise lies in Portfolio Advisory Services. With strong belief in India’s growth story, we advise clients to exclusively invest in listed Indian equities and mutual funds, depending on their risk-taking appetite. We provide periodic & timely recommendations on fresh investments as well as rebalancing the existing portfolio.
We design a financial plan based on the client’s portfolio & risk tolerance. Our experienced professionals work closely with the clients to define goals and to plan an investment strategy that helps them meet their current as well as future goals to optimally allocate their resources. We constantly review and update this plan to be in line with the changing market.
We estimate the retirement corpus, advise the client to strategically invest and balance their portfolio for building the same.
In today’s fast paced lives, most investments are made with incomplete knowledge as investors are unable to keep up with the market trends and available opportunities. To ensure that each investor gets the most optimum returns, Portfolio Advisory professionals conduct thorough research along with being fully aware of the available opportunities.Read More
A Chartered Accountant (CA) by profession with 1.5 decades of experience in capital markets, he has successfully advised funds of over 400 cr. His experience and knowledge has been the driving and guiding force behind this organisation.
A Chartered Accountant (CA) by profession, he excels in bottom up research and fundamental analysis for stock picking.
He has an extensive knowledge of companies across various sectors, who comes with a decade of experience in the Indian Equity market.
He is the technical expert with his forte being technical analysis of stocks. He has 2.5 decades of experience in comprehensive equity market.