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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

Mutual Funds

  • Detailed analysis of various Mutual Fund Schemes, based on factors such as tenor, AUM, returns across multiple time periods, volatility-adjusted return, Schemes' portfolio composition and Schemes' rating by independent agencies
  • Recommendation of Mutual Fund Schemes for investment based on above analysis, taking into account Client's Risk Profile and Risk Appetite  
  • Helping Clients keep track of performance of Mutual Fund investments, review of performance on on-going basis and recommendation for re-balancing as required
  • Helping Clients make investments under Direct Option, to get higher return

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