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    • Home
    • Compliance
      • 1.Investor Charter
      • 2.Grievance Red.Procedure
      • 3.Compliance Audit Status
      • 4.Cyber Sec. Awareness
      • 5.Cyber Security Tips
      • 6.Grievance Redrl Matrix
    • Disclaimer
    • ABOUT US
    • SERVICES
      • Financial Planning
      • Equity Investing
      • Mutual Fund
    • Articles
      • BLOG
      • MEDIA
    • Reach us

  • Home
  • Compliance
    • 1.Investor Charter
    • 2.Grievance Red.Procedure
    • 3.Compliance Audit Status
    • 4.Cyber Sec. Awareness
    • 5.Cyber Security Tips
    • 6.Grievance Redrl Matrix
  • Disclaimer
  • ABOUT US
  • SERVICES
    • Financial Planning
    • Equity Investing
    • Mutual Fund
  • Articles
    • BLOG
    • MEDIA
  • Reach us

Equity Investment

  • Selection of companies for equity investment, after detailed review of their business model, operations, financials and management quality
  • Review of Client's existing equity investments and recommendations thereon
  • Recommendations to help Clients build their wealth, through long-term equity investing - such investments will be spread across companies in different industries to reduce overall risk
  • Continuous monitoring of Client's Equity Investments and recommendations for periodical re-balancing as may be required
  • Tracking performance of recommended companies on ongoing basis and keeping Clients advised 

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