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Investment Advisory

“Compound interest is the eighth wonder of the world. He who understands it, earns it … he who doesn't … pays it."

Investment Advisory

In the investment Advisory Division we advise clients on three broad areas:

  • 1. Equity Portfolio
  • 2. Treasury Management
  • 3. Mutual Fund Investments

For their equity portfolio, we not only advise our clients but also provide them services of executing the transactions. The objective is to free our clients with the operations and let them realize how their money can work for them without any of their efforts.

We also help Small & Medium Enterprise (SME) to effectively manage their working capital for their business. With the help of the right products in the debt market, we help them get increased tax-adjusted returns while protecting their capital.

We help our clients do Mutual Funds Investments the right way. We register them in the mutual funds schemes of Direct Plans only so that they save a substantial amount of money which otherwise goes in the pocket of a Mutual Fund Agent. Moreover, with our independent analysis we advise for the best plans and monitor them. Since we do not get any financial commission or kick-backs from any Asset Management Company (AMC), our interest are well aligned with the interest of our invaluable investors.

YOUR IDEAL FINANCIAL PLAN

We'll do everything we can to make our next best project!

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