Company has registered with SEBI as “Registered Investment Advisor – RIA” vide registration No: INA000003304
Investor can registered with company after completing procedure and processes, as RIA/Robo investor and can avail inbuilt advisory through WRAP account. WRAP has been developed and prepared with understanding that investor is well aware about his Risk Profile or Risk taking capacity. Company offers following Risk Based WRAP Accounts:
Company does Asset Allocation and Selection of schemes based on internal research as per generic Risk Profile, Investor who knows his risk profile can buy particular product basket under mutual fund Direct Plan.
Through WRAP account/basket, investor can transact multiple mutual schemes on single click, platform monitor & maintain his portfolio.
Company also offers ‘Full Financial Planning’ on request basis on Annual Charges basis.
Toll free : 1800 22 6784
( Only for BSNL/MTNL telephones )