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