Strategic and long-term fundamental approach with tactical views on economy & markets to provide a diversified asset allocation strategy that seeks to balance risk and return.
All our portfolios are monitored on a monthly basis and rebalanced on a quarterly basis.
Our recommended mutual funds represent the best, based on our deep research of fund’s underlying portfolios
Investors can choose the implementation strategy that fits their needs based on the risk profile or investment approach of lump sum or SIP.
Investors can choose the implementation strategy that fits their needs based on the risk profile or investment approach of lump sum or SIP.
A portfolio of funds for conservative risk taking investors
A portfolio of actively managed funds for moderate risk taking investors
A portfolio of actively managed funds for aggressive risk taking investors
SIP strategies for aggressive risk taking investors
A Multi-asset, Diversified & aggressive risk portfolio for your Wealth Creation goal
A Multi-asset, Diversified & Growth oriented portfolio for long term regular income
A Fundamental based, diversified small & midcap portfolio for very high risk takers
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We offer Assisted Online orders via convenient MF platforms from BSE STAR MF and NSE NMF with a motive to give convenient and hassle free services.
Our Expertly initiated and very safe process of investment with the help of Two-factor Authentication and availability of payment gateway of all major banks make us one stop avenue for all kinds of profit and investment maximization.
In case a client is not in a position to login and place MF orders personally, Assisted online orders facility can be used in just three simple steps :
Consolidated Portfolio – Master view / family wise portfolio breakdown / General portfolio viewing rights
Self Service – Portfolio statements, fund statements, capital gain reports , buy / sell / switch, etc
Account history section
Perform more functions with ease
Portfolio analysis tools - Product wise breakup of portfolio/asset allocation
Analyse the portfolio mix using pie charts and other available tools
Get portfolio-wise or fund-wise, latest statements as well as Capital gain reports in a single click.
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