The services offered by us will help you evaluate your existing portfolio or design and implement a portfolio to ensure that we are poised for achieving best risk adjusted returns to acheive effective and Successful investing demands.
The first step would be to arrive at an investment strategy keeping objectives in mind, risk profile, current mix of investments, etc. Our style of investment is contrarian which would involve booking profits when the risk return equation turns negative and to invest when the equation turns positive.
The approach looks at delivering long term returns and is not meant to churn too often. Our objective is to be able to provide one of the widest ranges of investment options all under one roof and to realign them at appropriate points.
A mutual fund is a group of stocks, bonds and other investments that are owned by a large number of investors and managed by a professional investment company. The investor buys the units of a particular fund and becomes a part of the mutual fund and participates in the loss and profits.
I don’t think insurance is really needed? A bold statement spoken out imprudently by the uninsured. An innocent belief that generally prevails on the mind of a person who has not insured himself. May be he/she doesn’t understand the gravity and consequences of not being prepared for the contingencies.
We are making an attempt to make you aware the importance of medi-claim coverage. We understand what your family means to you. Their health and security is always a matter of concern. Gift your family a healthy future Family Floater Plan. Hence you may consider a Family Floater / Medi Care / Super Surplus Policy for your entire family.
