Regular Monitoring with You

This is the showstopper of the show.

This can be real daunting for any individual; most of the investment runs for a period of more than 2-5 years. We know that the dynamics changes over period and hence it is necessary to monitor the investment and take corrective steps to ensure that the investment works towards the defined goals.

We also do regular meeting with you to monitor the progress and understand changes in your financial stature and requirements. The information collected in these meeting also provides more insight to suggest modification and improvisation in investment plans.