SEBI Registered Investment Advisor - Licence No : INA300002857

  1. Working with a Fiduciaryria
  2. Unbiased Fee based advic
  3. Working with qualified advisors
  4. Advice on a wider range of products
  5. Working with financially responsible clients
  6. Demonstration of Sample Plan
  7. Customized Investment planning approach
  8. Periodic review of plan
  9. Working with a corporate
  10. Quality client experience
  11. Dedicated personnel for different services
  12. Investor Education on Financial Literacy

 

1) Working with a Fiduciary
The 2008 financial crisis world over forced the regulators to change the rules of financial services industry keeping the investors interest in mind. The need for fiduciaries in the role of financial advisors became more necessary as rampant misselling was the order of the day. We are legally bound to play the role of a Fiduciary with regard to your finances.
2) Unbiased Fee based advice
The Fee based advisory model allows us to provide you unbiased advice without being inclined to look at what the manufacturer is paying us. Also the separation of the advisory and execution models helps in segregating two different income models for our organization without having conflicts of interest.
3) Working with qualified advisors
All our advisors are Certified Financial Planners and you will always be dealing with qualified advisors in this organization. We are also members of some elite RIA groups which help us in upgrading our knowledge periodically.
4) Advice on a wider range of products
As SEBI Regd. Investment Advisors we are allowed to advice on a vast range of products. However, we prefer to refer our clients to experts if needed on product related issues if we are not specialized.
5) Working with financially responsible clients
We expect our clients to be financially responsible i.e. they are expected to take into consideration our advice if they are going for a big purchase or take a substantial loan and not be a victim of impulsive behavior or oblige to requests/tips of friend/relative/unscrupulous salesmen.
6) Demonstration of Sample Plan
We always ask our clients to have a look at the sample plans to get an idea of what they will be paying for and also the fact that it will be a roadmap of how they have to channelize their finances in future.
7) Customized Investment Planning Approach
As every financial plan is unique in nature our approach to investments for each financial planning client will vary from each other and so all the investment plans will be customized to the needs of the concerned family.
8) Periodic review of plan
Periodical review of the plans very crucial for the success of the plan as the proper implementation and timely supervision of the plan is a must. It helps to take into consideration any changes or rectifications that may be necessary.
9) Working in a corporate environment
We have the corporate structure to provide the continuity everyone needs from their financial advisors in their financial journey during their lifetime.
10) Quality Client Experience
Our processes will provide you quality client experience which will help you……
11) Dedicate personnel for different services
As we have dedicated financial planning and execution departments you will have the opportunity to contact specialized personnel for specific needs.
12) Investor education on financial literacy
Our major thrust is on spreading of Financial Literacy among the public so that they can take prudent financial decisions and also not become victims of misselling of financial products.