We take care to maintain the confidentiality of our clients. We have received many appreciation mails from our Corporate and Retail Clients.
They have appreciated our frank and unbiased advisory services and follow up support.
Services Offerings
We provide informed advisory services on investments across various assets classes.
Our advice is based on client profiling keeping in view the following parameters:
Client's demographic profile
For Optimum investor's satisfaction is important to keep in mind the demographic profile.
Client's Risk Appetite
The Client's Risk Appetite depends on the financial status, age educational qualification, Exposure etc.
Investment Horizon
The Period of Investment is an important factor to be kept in mind to ensure that client fulfills the financial goals.
Liquidity Aspect
Enough weightage should be given to exit options to cater for any emergency.
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