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Our Service in Brief

Our Service in Brief

Our moral principle is to connect the investor’s need with the features of various financial products and recommend accordingly. We assist you in understanding complex investment, insurance, and tax matters.

Brief about the our responsibilities in various segments:

Mutual Funds :

· Understanding your financial capacity and financial goals
(taking into account your previous investments)

· Personalised Portfolio as per investor’s current situation

· Regular monitoring &updations via RMs and Social Media

Stock Broking

· Stock suggestions on the basis of detailed research

· Maintaining portfolio with regular updates from market

· Full backend  support by our RMs

Insurance

· Product knowledge & helps you understand

· Helps you in the purchase journey

· Assistance in claim process

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