Whenever you think of making investment, three things should come on top of your mind – Risk Profiling, Products and Asset Allocation.
Getting yourself protected from unknown risk should always be the first priority. How to get yourself, your family and your assets protected - we tell you that. Insurance is important when it comes to managing risk
Tax planning is an important part of a financial plan, as reducing tax liability and maximizing eligibility to contribute to retirement plans are both crucial for success.
A mutual fund is a professionally managed investment fund that pools money from many investors to purchase securities. These investors may be retail or institutional in nature.
Through proper asset allocation and risk analysis we help you to create ideal portfolio to grow your money at desired rate. Products are chosen from all asset classes - equity, debt, property, gold etc.
Regardless of your age, it is never too early or too late to begin looking after your money. Visions of retirement vary from person to person and include such things as relaxing full time, travelling, pursuing a hobby.
Your risk profile, past investments, your prefernces and concerns - all are considered here.
Based on the data collected, schemes in the portfolio are decided. Asset allocation principle is also considered.
Depending on nature of portfolio, review frequency and date is decided. Re-balancing of portfolio can happen here, if necessary.
Deep Sumariya
Accountant, Australia
Dev Patel
Accountant, Africa
Dr Gaurang Pandya
Doctor, Jamnagar
Dr Vaibhavi Baxi
Doctor, Mumbai
Heena Shah
Admin Manager, Africa
Miraj Dodhia
Director, Africa
Vicky Shah
Accountant, Newzland
Vimal Gala
Director, Africa
Narendra Jethwa
Advocate, Jamnagar
CA Ankit Savla
CA, Jamnagar
Dr Bhusan Rao
Doctor, Pune
Nitin Malde
Business Owner, Africa
Ketan Shah
Accountant, London
Hitesh Sumariya
Business Owner, Africa
Kaushik Purohit
Admin Manager, Africa
