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We Are

Your Financial
DOCTOR

  • A customized Investment Report

  • Risk profiling & asset allocation

  • Goal based investment plans

  • Periodic portfolio review and rebalancing

  • Tax saving investment advice

  • Paperless transactions

  • Apps for portfolio viewing & tracking

 

What Makes a Great Investment Plan?

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Risk Assessment

We understand that no two people are alike when it comes to investing. Risk assessment is the foundation upon which investment portfolios are built & provide clear insight on the investment instruments optimal for your requirements.

Asset Allocation

We design your optimal split between equity & debt funds, based on a combination of your unique situation & leading market indicators. The asset allocation is closely monitored to create the right balance of risk vs return for your portfolio.

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Goal Mapping

Aligning goals to your investments makes it 300% more likely for you to meet them. We use a high-level technology & review platform along with our proprietary goal report, so that you’re always on track to meet your goals.

Customized Roadmap

We draft a detailed investment plan based on your comprehensive discussion with your Financial Planner; this serves as a critical roadmap for meeting your life’s objectives & provides absolute clarity on your investment purpose.

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Portfolio Review

We conduct periodic reviews on your investment portfolio; weeding out laggards, optimizing your asset allocation & revisiting your life goals in the process. Reviews make a critical difference in reducing risk & return out performance of your investments.

Making all this convenient with a click of a button is the icing on the cake!