+91-7666375125 , 9822664921

AMFI Registered Mutual Fund Distributor

  1. Understand Client Needs
  2. Education Client about various Options
  3. Set Financial Goals
  4. Identify Options suitable to Client Needs
  5. Execute the action plan by completing necessary documentation
  6. Take Periodic Review on agreed intervals.
  7. Issuance of portfolio and transaction statements on a regular basis.
  8. Regular contact with clients through sharing of  “Innovative Investment Ideas and Market Updates” and planned personal meetings.