All you need to do is get in touch with us. We will meet you for a thorough understanding of your investment need. Once this is done, we will research, analyze, and come up with the best option for you. You can do all of this from the comfort of your home. You can then rest assured that your mutual funds are under right suitability.

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• Once you leave your phone number or reach us by email, we would call you or email you.
• We will have an initial discussion over phone/ mail.
• We would meet you at your place and at a convenient time.
• We will then discuss and assess your investment needs.

Finalize the mutual fund portfolio after any changes by you. Draft a mutual fund portfolio suitable to you.

• Execute the same.
• Monitor and report to you every quarter.
• Review the same every year and make changes if necessary.