How We Work

Our prime objective is to safeguard your interests and help you achieve better returns for your money. We believe in building trust with our customers and it'll be our endeavour to maintain complete transparency in our dealings with you.

  • 1. Assessment

    As soon as you register for a paid consultation we send across a questionnaire to be filled by you. Your responses help us to gauge your interests and attitude towards investments. This helps us to offer solutions suited to your profile.

  • 2. Analysis

    We then analyze the information to arrive at a fair assessment of your needs and risk appetite. We build a broad portfolio for you comprising of various instruments and investment options. We may build more than one scenario that will be subsequently discussed with you during our scheduled appointment.

  • 3. Advice

    We will connect with you on skype or phone for the scheduled appointment. During our call we will discuss your objectives and risk profile with you. We will offer tailor made solutions suited to your requirements. Depending on your requirement, it could be a one-off investment idea or a basket of products.