INVESTMENTS
" investment advisor "
Investment Approach
As an experienced independent financial advisory firm, we work together with our clients to choose best matching portfolios as per risk tolerance and goals. We seek to find valuable and reliable companies that provide quality products and services that are doing good in the India and around the world. We do not charge fees from clients but from companies. We strive for “good returns” for “long term investors.” – investment advisor
Long Term Objective Of Good Returns
We believe that investment decisions should be based on goals and those investments should require the least amount of risk in order to accomplish the long term objective (5 years) of “good returns.”
Pursue Gains Without Compromising Conscience
We believe that —over time— companies that are ethical and trying to do good tend to be the most successful over time.Our goal is to pursue gains in the market without compromising conscience. let our financial / investment advisor help you
INVESTMENT AS PER RISK PROFILE
We not only focus on returns but first study risk profile and goals of our clients and advise and manage products that best suits.
Investment Goals
Low Risk
Lower standard deviation than benchmarks
Above Average Returns
Higher than underlying benchmarks
High Integrity/High Impact
Quality control/ethical values approach
No Load/Low Cost
ETF’s and mutual funds
