Our Process

Advisory Process

Our in-house process-driven method works to provide a prudent solution to the client within the risk parameters while following all regulatory and compliance requirements.

Our Process
01

Plan & Suitability Analysis

02

Risk profiling, Objective Setting & Investment Policy

03

Asset Allocation

04

Select the appropriate investment opportunity

05

Reporting & Review

Disclaimer

  1. Investment in securities market are subject to market risks. Read all the related documents carefully before investing.
  2. Registration granted by SEBI, membership of BASL (in case of IAs) and certification from NISM in no way guarantee performance of the intermediary or provide any assurance of returns to investors.