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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 

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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


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

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Low Risk

Lower standard deviation than benchmarks


Above Average Returns

Higher than underlying benchmarks

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High Integrity/High Impact

Quality control/ethical values approach

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No Load/Low Cost

ETF’s and mutual funds

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