FAQs

We provide unbiased solutions across a wide range of products and services and help you plan for a more secure financial future. For more details, check out Our Strengths.

We offer a solution that covers Comprehensive Financial Planning, Wealth Review and Investment Strategy, Retirement Planning through Goal-driven Investing, Risk Management & Insurance Planning, Property Purchase & Financing , ESOP Advisory, Equity & F&O Trading, Commodities Trading or any subset of this gamut of services. To learn about each of these services in detail visit our Wealth Management Service.

We do not have any mutual fund of our own and neither are we affiliated to any one Mutual Fund AMC. Therefore, we provide unbiased solutions on all mutual funds.

While we use sophisticated mathematical/statistical tools to allocate your investments among the various asset classes and model the growth in your investment portfolio, it is important to keep in mind the inherent variability in market returns in most asset classes. Thus, we do not guarantee any minimum returns but we do carry out appropriate simulations to provide adequate confidence on achievement of goals and targets.

There is no prescribed minimum level of investment that we require to start our relationship. However, to gain access to more sophisticated services and privileges, we may require a certain minimum commitment from you.

Our fee structure is a combination of the fee charged for the comprehensive investment solutions provided and the commissions that we receive from all the companies in whose products you invest.

Yes, completely! We are deeply committed to the confidentiality of your data. We have built in comprehensive processes to ensure that only your Wealth Manager has access to your data.