Screening of client's existing multi-asset class investments by our experts
Our Process
Right investment process is equally important as right asset class
Right investment process is equally important as right asset class
We recognize & pre-empt each asset class movement well in advance so that our investors can benefit from those cyclical shifts.
Screening of client's existing multi-asset class investments by our experts
Analysing the sectoral allocation of overall investments
Screening of each stock under Mutual funds, PMS & any other products on below parameters
Analysis of each debt security under Mutual fund scheme on below parameters
We provide a comprehensive audit of our clients investments
We highlight rebalancing opportunities across asset classes & product categories, if any
Sharing an execution plan
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