We believe in holistic financial planning and always look at a client’s wealth in entirety before recommending an investment plan. We evaluate existing holdings across all the major asset classes of equity, fixed income & gold as a first step before using products like Mutual Funds, Portfolio Management Services (PMS) and Alternate Investment Funds (AIFs) to recommend an investment plan.
We urge clients to plan for long term financial goals like retirement, children’s education, marriage, etc. instead of making tactical short term investment decisions. Only having done this do we recommend products (mutual funds, PMS, AIFs, insurance, Startups, etc.) that are best suited for the financial goals agreed.
We use one or more of the following third-party products to then build a portfolio