Investment Advisory Services

Investment Advisory

Regular Advisory Services

This is the typical investment advise for individual investments. For those who wish not to disclose their full portfolio (existing investments) to us but just want advise/review on one shot investments or specific products or available offers right now.

As such this is not a service where yo require to register with us. To Avail this service just get in touch with us by call/e-mail/in person & you can start benefitting. It is just asking questions !

Portfolio Monitoring & Management Services (PMMS)

Please note that PMMS service is not a portfolio managament service (PMS) as per the SEBI definition. We do not execute transactions on behalf of clients, nor we accept power of attorney in any form.

The service aims to cater 3 major needs of an individual investor

  1. Planning the investments strategy over a period of time.
  2. Aligning & monitoring the savings & investment plan once made.
  3. Easy execution & access to monitoring reports, services, transactions etc.

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