OUR SERVICES
Investment Advisory
Little Champs – An investment solution that aims to generate high returns from the up-trending smallcap stocks. Ideal for investors seeking high growth returns from their investments. For more details, click on this tab.
Emerging Giants - An investment solution that helps you invest in midcap stocks while striking a balance between volatility and rewards. For more details, click on this tab.
Market Movers - An investment solution based that helps you invest in trending bluechip stocks that can give steady growth to their investments. For more details, click on this tab.
Get your mutual fund investment (Lump-sum/SIP) be done in most scientific ways through tactical asset allocation; based on the internal ranking that we have given to different mutual fund schemes relying on their previous 3-5-10 years return, who is handling the fund (fund manager), his investment style and what it can produce in future based on its top 10 holdings. A particular scheme might have performed well previously but its future will always be governed by who is managing the fund and what it is holding for future.
Get your existing portfolio of stocks or mutual fund reviewed by us and check your equity and mutual fund investment health. Our expert view on each individual stock or individual mutual fund as to holding/selling/switching will be shared.
Get an unbiased, independent, scientific & data driven “2nd opinion” on any stock or mutual fund that you are planning to buy in your account. This works as a wonderful validation from the persons who are completely into it. Investment decisions have long term impact and such validation proving wonders for many. A premium value added service of us liked by large number of investors.
Learning Modules
It is for those who are just entering into this space of investing and who want to understand and have fair view over various asset classes along with the basic terms and garjons that are been used in invest journey.
It is for those who have been into this investment journey for quite a sometime and now want to understand technical analysis in stock market, to sharpen their skills on it.
It is for those who want to take next big leap in their investment journey and wants to understand in & out of fundamental and technical analysis at pro level.
Goal-Based Financial planning & Services
You may have a goal to ensure that your children get the best possible education (whatever it costs). Many of you would want to buy a house of your own. Or if you already have one, you may dream of having a holiday home on the beach. Or you may want to have a big enough portfolio to live off in retirement without having to worry about money ever again. Or how about early retirement?
If you looking for settling down any of this things for your life in a realistic way, we help you guide through our goal based financial modelling method considering your current as well as future situation.
Once your goals are identified and prioritized, we create a solid actionable financial plan, that tells you how much will each of your goals will cost you in future, how much to invest periodically, when exactly to invest & for how long, where to invest and so forth.
Our aim with goal based financial planning is to streamline your finances in a way it takes care of your current as well as future life and life style.
This category covers investment in Corporate Fixed Deposits (FD), PSU Bonds, G-Sec Bonds, Tax Free Bonds & Others. Those looking for investment in it can get detailed study on multiple opportunities in it that are existing currently and matching with ones’ risk appetite.
This is for those who wants to get insured for its life or health. Term Plan, Health Insurance and General Insurance (covering inventory/cash/property and many other insurance) we provide it through corporate brokers. We analyze premiums, coverage and many other things from multiple insurance providers and arrives at the best that suits the requirement.
If anyone wants to invest in physical assets like gold, silver, diamond or any other, we get it done through Third Party Service Providers taking into consideration the best quotes, surety over purity of product, certifications and hallmarks and all other things.