"AMFI-registered Mutual Fund Distributor"

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Give us a call on 91-9899982899

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Our Clients love us

It's great to know from them how we have created difference in their lives.

Client's First is our Approach. If they are happy, We are Happy too.

Innovative INVESTMENT SOLUTIONS
for important life goals

Solutions for your great Retired Life

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Solutions for securing your Child’s Future

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Wealth Solutions foryour life’s important goals

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Successfully conducting IAPs ( Investor Awareness Programme ) for Corporates.

Successfully delivering services in India & Abroad.

  • 10 +

    Years of Experience

  • 350 +

    Clients all over India and Abroad

Invited as a guest lecture at SSBF lavale Pune

GIVE SHAPE TO YOUR INVESTMENTS....

Financial goals are the priorities and targets you set for how you want to spend and save your money. They aren't one size fits all, because everyone has different priorities. However, if you don't set your financial goals, you'll probably be left wondering where all your money went. Importance of Setting Goals.

Need Expert Advice
Vacation Planning
Car Planning
Child's Education
Child's Marriage
Retirement
Life Insurance
Process Flowchart

01

Prospective Investor

Initial Meeting

Fatca, KYC compliance.

Age of investor, number of earning members, number of dependents and age of dependents etc.

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02

Execution of Investment

Investors choose products basics on tools provided by mutualfundwala. We provide information on PE, P/BV, Dividend industry related information etc.

Term of investment is decided and paperwork executed.

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03

1st Connect With Investor

1st Phone call Post Investment

Mail the login id and passwords, Help to install the mobile app, Social media engagement, Encourage regular monitoring of investment.

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04

Monitoring of Investment

Investors can monitor the portfolio anytime. We provide all looks to enable investors to take informed decisions.

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05

Course Correction

Recommending Changes

Investors can choose to changes scheme(s) due non-performance or any other reason.

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06

Meeting Objectives

The End Result

Investors can Monitor the investments and ensure if the investments are meeting his objectives. This is all done on DIY basis.

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Our Associate Partners
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