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Services

When your portfolio grows that why our services are there

Investment Management

We are registered member of NSE,BSE& MCX for equity cash, F&O, Commodity , Currency trading. We help an investor to protect their wealth and minimize fees and taxes. They will ensure a client's wealth is distributed according to the client's wishes. It Is Based on the Client's Goals – Changes in financial situations can lead to changes in financial objectives.

Financial management

Proper use and allocation of funds leads to improve the operational efficiency of the business concern. We allocate the funds properly, which can reduce the cost of capital and increase the value of the firm. Financial management helps to take sound financial decision in the business concern. Managing income helps you understand how much money you'll need for tax payments, other monthly expenditures and savings.

Costing & cost system development

Cost Accounting refers to the classifying, recording and appropriate allocation of expenditure for the purpose of determining the costs of products or services. It also helps in the presentation of arranged data for the control purposes and guidance to the management. Cost accounting deals with the production, selling and distribution costs.

Accounting

Accounting is used as a tool in analysis of business and its activities. Accounting information is presented in different ways in order to help in analysis by the different users of the information. Financial accounting is the presentation of accounting information for stakeholders and regulators. It presents the financial position for an entire time period. Management accounting is the presentation of analysis of business activities to the internal management to facilitate decision making.

Taxation

A means by which governments finance their expenditure by imposing charges on citizens and corporate entities. Governments use taxation to encourage or discourage certain economic decisions. For example, reduction in taxable personal (or household) income by the amount paid as interest on home mortgage loans results in greater construction activity, and generates more jobs. We deal in consultation in direct (income) Tax and Indirect Tax(GST etc) as well .

Compliance Services

Compliance means making sure your company meets your industry’s rules, regulations, and obligations Compliance will help your company avoid legal risks. Lawsuits and settlements can easily cost you millions of dollars. Fines and other compensatory payments can also add up. It includes RoC, SEBI, District level complainces including labour matter consultation (viz ESI,PF, Pension, Bonus, Gratuity etc). We also deal New company incorporation and auditing /Inspection advisory to our clients.

Why choose us?

We spent time with your portfolio,analyse your requirements and then design your portfolio.

You may be a new company growing fast or individual who dream big you need to manage your finances according to your plans and dreams.

You read a lot of financial blogs and reviews but you feel hard to know what is right for you. We know importance of your hard earned wealth. This is why we are here to help you achieve your goals.

Intensive Research

Our consultation is backed by intensive research and discussion with team of Data Analyst and Finance Experts.It takes long hours of discussion after then it reach to you

Personalized Consultation

We Know everyone has a different plan and goals of future. We sit with you personally to find out this.After then we design your portfolio accordingly.

Quick Support

We have a very responsible support team that manage the support query tickets in time bound way.You can place your queries on mail or on call(in working hours)

Interested to know mechanics of Investment

Get in touch with our team for a free session on Investment,Markets,Taxation and Personal finance

How we work


360 Degree Goals and Requirements Analysis Cycle

This involves analysis of your current portfolio and indexing them according to priority and time.

Analysis according to inflation , interest rates and markets. We provide complete Analysis report of individual debts and investments.

Risk Analysis of funds and and thier evaluation accordingly.

Developing Personalized Portfolio according to our Analysis and Reports

This invovles managing and redesigning your portfolio. Keeping your growing funds as it is and at the same time balancing and mitigation of risk.

Our team of experts goes through multiple discussions before reaching to any final conclusion.

At the end we provide you final and managed portfolio.We keep you updated all time about your portfolio performance and educate you about your portfolio at the same time

Testimonials

Frequently Asked Questions

Here are answers to some common questions in very simple way

  • Stocks are one of the most effective tools for building wealth, as stocks are a share of ownership of a company. You thus have great potential to receive monetary benefits when you own stock shares. Owning stocks of fundamentally strong companies simply lets your money work harder for you since they appreciate in value over a period of time while also offering rich dividends on a periodic basis.

  • There are various types of instruments traded in the stock market. They include shares, mutual funds, IPOs, futures and options.

  • Stock trading happens on stock exchanges. However, you cannot buy directly at the exchange. To buy stocks, you need to find a suitable broker who will understand your needs and buy stocks on your behalf. You can think of them as agents who will conduct transactions for you without actually owning any of the securities themselves. In exchange for facilitating or executing a trade, brokers will charge you a commission.

  • Some of the most accessible avenues to get stock information are the internet, business news channels and print media. If you are our registred with us, you could get all the information that you wanted.

  • Yes, you can own more than one demat and trading account. However, these may be with multiple brokers and firms. While you have the freedom to open many accounts, it is not a viable option. This is because you would have to pay maintenance charges for each of these accounts, which may turn out to be costly affair in the long run

  • Derivatives are financial contracts that derive their value from an underlying asset. These could be stocks, indices, commodities, currencies, exchange rates, or the rate of interest. These financial instruments help you make profits by betting on the future value of the underlying asset. So, their value is derived from that of the underlying asset. This is why they are called ‘Derivatives’.