Initial Discussion

In the first meeting, we understand your investment goals and share our processes to ensure clarity.

Steps
  1. Meeting to discuss specific requirements
  2. Explain the process
  3. Share a service proposal which includes cost of executing project and any other government cost and taxes involved in execution of the project.
Advisory Services

Our consulting team devises an investment strategy, and post approval, the R&D team identifies diversified investment opportunities based on your risk profiling.

Steps
  1. Meeting to discuss specific requirements
  2. Explain the process
  3. Share a service proposal which includes cost of executing project and any other government cost and taxes involved in execution of the project.
Feedback and Proposal

The identified investment options are shared with you and a final proposal is generated after incorporating feedback.

Steps
  1. Meeting to discuss specific requirements
  2. Explain the process
  3. Share a service proposal which includes cost of executing project and any other government cost and taxes involved in execution of the project.
Back Office Begins

After KYC, the investment strategy is executed and login credentials are shared for real-time portfolio updates.

Steps
  1. Meeting to discuss specific requirements
  2. Explain the process
  3. Share a service proposal which includes cost of executing project and any other government cost and taxes involved in execution of the project.
Regular Communication

Apart from regular meetings to monitor progress, more sessions can be scheduled to assess changing market conditions.

Steps
  1. Meeting to discuss specific requirements
  2. Explain the process
  3. Share a service proposal which includes cost of executing project and any other government cost and taxes involved in execution of the project.

Our Responsibilities

Understanding Your Financial Goals

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  • Focusing on ideal cash utilisation based on the company’s working capital requirements and projections.
  • Analysing existing investment portfolios and advising them on restructuring opportunities based on market trends and viable investment options.
  • Implementing proper SOPs and processes to ensure that funds are efficiently handled.
Investment Strategy and Portfolio Allocation

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Portfolio Monitoring and Reporting

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Adherence to Standard Practices

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