OUR associates
services we offer
• Investor e-KYC for MFs
• Client Creation through NSE platform
• e-mandate for SIPs
• In-depth explanation of the products
• Transacting MFs on your behalf, with due approval
• Report generation
• Easy access to your portfolio through our mobile app
• Structured, goal-based investment planning
• Calculations with regards to risk appetite, using various models
• Portfolio creation and management through strategic diversification
• Regular reviewing of portfolio, rebalancing and reallocation in funds
• Investor Awareness Workshops for increased financial literacy
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