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Why Choose Us?
  • Experience of more than 20years in Mutual Funds, Investment & Financial Markets
  • Multiple Products & Services at a Single Point
  • Get Customized Investment services, based on Risk Profile and Goals
  • 24/7 Portfolio access
  • Transact online from anywhere, across the globe
  • Multi-Asset Wealth Report available along with detailed Mutual Fund Report
  • Mobile App available for quick access
  • Monthly Report facility provided, for constant review
  • Both Individual and Family view available
  • Online ATM facility to park idle funds with instant withdrawal option
  • Access to various calculators, scheme details & performances
  • Access to Realised Capital Gain Loss Report for Tax Filing
  • Notional Capital Gain Loss Report also available
  • Access to Folio Master for folio specific basic details
  • Multiple types of other reports for a detailed understanding of the investments

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Risk Profiling / Financial Fitness
Philosophy Of Money
  • Except the LORD build the house, they labour in vain that build it: except the LORD keep the city, the watchman waketh but in vain. Psalms : 127 : 1…….It is same with savings and investments as well.
  • Secret of a successful & peaceful life is to “Give the least importance to MONEY” in our life.
  • The money that we need, has already been kept ready in another person’s account. Similarly the money that we have in our account might be for another person. God creates the right situation, so that it goes to the right person at the right time. We need to acknowledge this fact.
  • The Love of Money is the Root of all Evil
  • We should not serve Money with God, but instead serve God with our Money.
  • If we earn money, by only focussing on the duty to our God given family, our money making actually becomes like a great service & not greed, to our family.

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