Our core competency lies in mutual fund advisory. We follow client need based advisory model after assessing your risk profile and investment objective.
From any corner of the globe, you can view status of your India specific investments with just a click of the mouse through our online valuation-reporting module. As an investor we all invest in different avenues but keeping track of these investments is a challenging task. Our online valuation reporting system is designed by keeping this specific requirement in mind. Through our online reporting system you can get detail of all your India specific investments at just click of the mouse.
Our strong technological platform allows you to transact online for your mutual fund investments. If you want to invest or redeem or switch between schemes, all transactions can be done online. Our online investment platform enables you to transact with complete safety and without any compromise on privacy. We have strict privacy norms & practices in place to protect customer information. Utmost care is taken to secure your Logon Information and other transaction details. All transmissions are secured with 128bit encryption that protects information from unauthorised access as it travels over the Internet.
Unbiased Scientific Advisory Service:
We strongly believe that asset allocation is the single most important factor, which determines portfolio return, and we rigorously follow this principle while advising our clients. Our system driven approach allows us to track asset allocation of our clients on a regular basis and our advisory is strictly based on decided asset allocation of our clients.
It is utmost important for you to keep yourself updated about current happenings in Indian financial markets and how mutual fund schemes are performing. We provide comprehensive monthly news magazine called “Fundz Watch” which carries all the needed information about mutual fund industry. “Performance Watch” is available on fortnightly basis, which reflects how schemes have performed over different time horizons. These reports are also available online.
It is mandatory for all investors (including NRIs) to submit a copy of PAN card for all type of financial transactions. It stands for Permanent Account Number, which is ten-digit alphanumerical number issued by Income Tax Department of the Government of India. We assist all our NRI clients to comply with this requirement. We assure to provide you all kind of support and assistance in process of obtaining PAN.
For any investment of Rs.50000/- and above, it is mandatory for all investors to comply with “Know Your Client” requirement. Under the requirement of Prevention of Money Laundering Act, 2002, and the subsequent guidelines issued by the Securities and Exchange Board of India ("SEBI") and Association of Mutual Funds in India ("AMFI") it is mandatory for all investors to ensure compliance with the same. As per the law all mutual Funds are required to verify identity and maintain records of all their investors through the mandated Know Your Customer ("KYC") process with effect from February 01, 2008. We stand by our clients and ensure that the process of obtaining KYC remains as smooth as possible.
NRE/NRO Bank A/C:
When an NRI wants to invest in Mutual Funds offered in India, it becomes mandatory for him to open an NRE / NRO /FCNR Bank Account . All Investment made into Mutual Fund ( offered in India ) by an NRI has to be done through his NRO / NRE / FCNR Bank Account.