IDEOLOGY

"AMFI-Registered Mutual Fund Distributor"

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Before we onboard you, we are very clear & transparent with our given below policies.

WHAT WE CAN DO

1. We are available and accountable.
2. We can assist you in managing and controlling your emotional behaviour.
3. We can assist you in identifying your financial goals.
4. We can assist you in determining future cost of your financial goals.
6. We can assist you in making optimum use of your resources.
7. We can assist you in leading a happy and worry free life.
8. We follow process & strategies.
9. We believe in client first approach & keep your interest on top.
10. We just don’t plan your goals but ensure that you achieve them by hand holding you.
11. We can assist you in becoming an informed and learned investor.
12. We give impetus to technology along with humane touch.
13. And lastly we share with you our vast experience of 30 years.

WHAT WE CANNOT DO

1. We cannot give best performing fund. We can only suggest the right fund.
2. We cannot time the markets.
3. We cannot help you if you are a PhD from Google-WhatsApp University.
4. We sell products that provide solutions.
5. We cannot offer the solution which is neither realistic nor achievable.
6. We don’t have any magic wand to make you wealthy overnight.
7. We cannot do anything which we are not good at.
8. We cannot help you if you don’t trust us.
9. We will not experiment and play with your money in the form of frequent switches. It will only be done when we have the conviction and the reason.
10. We will not recommend any unregulated and Ponzi schemes just because they are popular in the market.
11. We do not have Relationship managers like Alia with voice like Vidya.