Services
Equity
Equity mutual funds are suitable for passive investors seeking the benefits of capital appreciation over a period of time. By outsourcing the stock selection and monitoring process to experienced Fund Managers, investors can reap rich rewards without the stress of active and daily management of their stocks.
Debt
These investments are suitable for risk-averse and low-risk investors, seeking a reasonable return with an emphasis on preservation of their capital. The selection of these schemes is based on various parameters.
Fixed Deposits and Bonds
Only Bluechip companies with a very strong balance sheet and reputed promoters are considered. Safety and security is given priority over higher interest rates. Generally, such companies offer better rates than banks.
Financial Planning
Thorough profiling and understanding of client’s needs and aspirations. Detailed asset allocation plan optimised to suit each investor.Analysis of debt and equity requirements, and formulating an appropriate mix keeping in mind the need for capital appreciation, liquidity, income etc.
On-line Services
Execute all your mutual fund transactions with a few simple clicks.One time registration is necessary. Please contact us for assistance.Transactions like new and additional purchases, redemptions and switches are possible directly from our website.
Taxation
Strategic planning to maximise post-tax returns. Minimisation of capital gains tax.Effective planning to set-off capital gains with capital losses, thereby reducing tax liability.
Succesion Planning
Appointment of nominees and change in existing nominees for existing and future investments in shares and mutual funds.Advice in preparation and modification of Wills and codicils, with special attention to transfer of financial assets.Execution of wills.