We provide Mutual Fund advisory services for a fixed fee. Under this product, an investor will have to sign-up on yearly basis. Our team will provide recommendations on a quarterly basis though a model portfolio. This model portfolio will
be reviewed four times in a year. We can also customize our offerings on need basis. Our team consisting of experts in Mutual Fund research will provide recommendations across asset class and customise your unique investment objective.
Our team keeps a constant eye on the performance of existing funds and new product launches.
Need based goal analysis
- With help of our in-house calculators and questionnaires;
- Identify suitable path and investment products to achieve your unique goals.
Client profiling
- Using proprietary risk calculator- your risk appetite and time horizon is assed to determine a suitable asset allocation.
Model portfolio creation
- Based on the inputs from the above process (risk profile & time horizon) a model portfolio is suggested. Our experts will also advise whether a SIP or lumpsum mode is suitable based on the needs and market conditions.
Portfolio review and rebalancing
- A periodic review is a must as it helps in proper monitoring and taking corrective action.
