Multi asset class platform integrates the client’s bank account, trading and reporting platform. This ensures hassle free and paperless transactions. Clients receive a monthly house view in the form of our investment strategy and quarterly updates on industry leading funds we recommend. Along with client centered reports, we help clients with tax statements, audited reports and help then resolve issues like tracking dividends, bonus issues and other corporate action with daily reconciliation that gives the client updated information 247.
We offer our clients personalized fee structure. We operate in a transparent manner wherein clients are charged on assets being advised or can choose a structure that is linked to his transactions across solutions.
We have pioneered the concept of “Consolidated Portfolio Reports”, these proprietary reports provide each client with a detailed summary of his investments across asset classes. These reports form the basis of the periodic reviews with the Financial Advisor.