I’m a mutual fund distributor of one stop single window solutions for all investments. I typically interact with all the customers that involve defining and analysis of their goals to determine the financial requirements of the individual, study of their requirements and existing investment portfolios examining choices available and suggesting appropriate investments.
Once the customer decides on their investment portfolio, we take care of all logistics and formalities and assist them in making the investments, keeping track of the same and providing regular feedback on the performance of their portfolio. Suggestions are given for changes, if necessary. All the above is done at the client’s doorstep making it very friendly and easy for them to manage their investments.
With growing clientele, I have organized my business by having a team of professionals with specialization in various investments avenues such as mutual funds, insurance, taxation, assisted by well trained professional back office support.
I am currently managing 250 clients and 5cr AUM.
Areas of expertise are:
1. Mutual Funds
2. Life Insurance
3. Health Insurance
4. General Insurance
5. Tax Saving Instruments
6. Portfolio Management Service
7. Capital Gain Bonds