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Our Services

We Provide Customized financial advisory services to our clients related to mutual fund by keeping in mind the following factor.
  •    His Investment Goal & Objective( for himself & his family).
  •   His own risk taking capability.
  •   Current financial position ( i.e. his monthly income).
  •   Future earning capability.
  •   Current financial obligation (i.e. any o/s loan such as home loan or Car Loan).
  •   Current age.
  •   Number of year of service left for him.
  •   Investment that He/She already holds.
  •   Number of dependent ( Including parents ,wife and children.)
  •   Age of children. (which is important for future financial planning for your children, such as higher studies, marriage etc.)

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