Services

  • For Retail Investors:

    • Direct Stock Investments - FOCUS-FIVE Strategy :

      • Direct investment in Stocks to out-perform Large Cap Index and Selected Large and Multi Cap Direct Growth Mutual Funds
      • Minimum Investment: 1 Lac
      • No. Fund Management Fee for First Six MonthsInitial Offer, Subject to Change
      • Fund Management Fee: 1.0% of AUM Initial Offer, Subject to Change
    • PMS - Direct Stock Investments - INTRO Strategy :

      • Direct investment in Stocks to get familiar with Stock Market Investment
      • Minimum Investment: 50 Thousand
      • First Six Months Free
      • Fund Management Fee: 1.0% of AUM Initial Offer, Subject to Change
    • Unbiased Fee-Only Investment Guidance For Retirement

      • We believe Investment Advise should be unbiased and Advisers and Fund Managers must avoid all sort of conflict of interest.
      • We believe commission generating model (by selling regular MF) creates conflict of interest
      • We believe clients will get benefited much better if they invest in Direct Mutual Funds (which are commission free)
      • We are trying to provide a platform where client may login her use case and seek unbiased advise from any Independent Adviser
      • A platform that will respect genuine Adviser's time and this will be win-win for both advisers and clients who are seeking unbiased advise
      • A process of Retirement Solution Advise
        • Auditing Family Background and Investible Assets
        • Auditing Annual Spending And Post Retirement Annual or Monthly Funding Need based on Inflation assumption and changes in lifestyle status
        • Predicting Amount Need to be accumulated for Retirement Funding
        • Separating Revenue Generating Assets (like Real Estate, Royalty generating Assets etc.)
        • Identifying Assets those can be restructured and those cannot be restructured
        • Asset Allocation Strategy (one time service)
        • Review of Performance And Any changes to Asset Allocation decision (subsequent monitoring at regular frequency-monthly, quarterly, semi-annually or annually)
      • Please Contact for more details
  • For Investment Management Firms:

    • Technology Solution to Improve Efficiency and Professionalism while Managing clients' Wealth and PMS:

      • Improve quality of your advice by auditing client's profile
      • Solution for PMS
      • PMS Returns Calculation based on Cashflows (TWRR) and its comparison with Index and Mutual Funds