About Us

1. Goal Setting

Based on goal setting, we perform customer risk profiling to classify customers accordingly. Customers can choose one or more portfolios based on their needs, such as:

Key areas include:

• Kids' Education
• Retirement Planning
• Kids' Marriage
• Emergency Funds
• Medical Expenses
• Personal Leisure
• Entertainment
• Hobbies
• Family Commitments

2. Customers Classification

Based on goal setting, we perform customer risk profiling to classify customers accordingly. Customers can choose one or more portfolios based on their needs, such as:

• Class 1: High Risk, High Return – Growth/Balanced Portfolio
• Class 2: High Risk, High Return – Theme-Based Portfolio
• Class 3: Mid Risk, Mid Return – MF and ETF-Based Portfolio
• Class 4: Mid Risk, Mid Return – Retirement-Based Portfolio
• Class 5: Very High Risk, Very High Return – Speculative Portfolio

For example, a 40-50-year-old might choose a Class 3/4 portfolio, while selecting a Class 1/2 or 5 portfolio for their child.

3. Financial planning and investments

Complete financial planning covers various asset classes. For equity investments, diversification is based on:

• Blue-Chip, Growth, Value, Speculative Stocks
• Industry verticals
• Large, mid, and small caps

Strict adherence to this diversification with a long-term view of 3-5 years is essential to maximize investment benefits.

4. Trends and financial market priorities

Adapting to market trends is crucial, which is why we advocate switching between Equity/ETF and Debt funds. This strategy provides customers with the necessary liquidity to reinvest in riskier assets when opportunities arise.

5. Monthly and quarterly review

We conduct monthly and quarterly reviews for our customers to accommodate changes in their priorities over time. During these reviews, we discuss adjustments in allocation according to their evolving needs and preferences, empowering them to make informed financial decisions that align with their goals.