One-stop solution for all your investment needs
What we do
We take care of the main investment questions- what, when, how and how much. We decide what vehicle to invest in, when to invest and for how much time, how to divide investments and how much to invest each time.
Investments are diversified into different asset classes accessed through low-cost, tax efficient investment vehicles. We offer personalied asset-allocation and investment management solutions tailored to your financial goals and risk profile.
We follow smart rebalancing to annualy rebalance your portfolio to restore target asset allocation. Our all wealther multiasset portfolio offers you smoothest possible path towards achieving your financial goals.
Where we invest
Large Cap Indian Equity
Mid Cap Indian Equity
Small Cap Indian Equity
Smart Beta ETFs
Free IPO advice
Active exploitation of buyback opportunity to boost performance
Annual rebalancing to restore target asset allocation
- Tax harvesting and bonus stripping for every stock