Being a channel partner, we are providing SEBI registered advisory services to our clients. For Advisory services we have tied up with two to three Research firm and based on their recommendation we are providing services.
Ouradvisory services based on the three parameter & investment profile of clients which are – Short/Medium/Long terms advisory services. These advisory services are stock specific, sector specific, economy specific or combination of all.
There are different types of base minimum investment criteria to avail advisory service.
Before starting our Advisory services, client portfolio reshuffling is must (Provided you are interested in advisory services, with Current Stocks holding). We provide free SDR (Screening & Diagnostic Reports) report before starting our Advisory/portfolio management Service.
You can upload your holding on our website, we may provide your SDR report in time bound manner.
Investment in security/security markets are subject to market risk. Please read all the related documents carefully before investing.
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Risk Factors – Investments in Mutual Funds are subject to Market Risks. Read all scheme related documents carefully before investing. Mutual Fund Schemes do not assure or guarantee any returns. Past performances of any Mutual Fund Scheme may or may not be sustained in future. There is no guarantee that the investment objective of any suggested scheme shall be achieved. All existing and prospective investors are advised to check and evaluate the Exit loads and other cost structure (TER) applicable at the time of making the investment before finalizing on any investment decision for Mutual Funds schemes. We deal in Regular Plans only for Mutual Fund Schemes and earn a Trailing Commission on client investments. Disclosure For Commission earnings is made to clients at the time of investments. Option of Direct Plan for every Mutual Fund Scheme is available to investors offering advantage of lower expense ratio. We are not entitled to earn any commission on Direct plans. Hence we do not deal in Direct Plans.
AMFI Registered Mutual Fund Distributor – ARN-000 | Date of initial registration – 00 APR 0000 | Current validity of ARN – 00 APR 0000
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