While India has always been famed for being a “country of savers”, it is ironical that a country that has produced several entrepreneurial giants continues to view the stock market as a “gambling den” and mutual funds to be extremely risky. It is more ironical that our domestic populace continues to park their wealth in low-yielding bank deposits and traditional insurance products while the foreigners enjoy the fruits of India’s growth through their equity investments.

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Our experience of meeting with several investors over the last few years has taught us that the reluctance to invest in mutual funds is largely due to lack of knowledge. While there has been an effort to address this issue by the various stake-holders like the market regulator, Asset Management Cos. and the financial media, there continues to be a serious lacuna in imparting adequate knowledge to our people in helping them to take informed decisions regarding managing their wealth. It is our humble attempt to address this void and work with our investors in channeling their investments in the right avenues. It is our firm belief that by imparting adequate knowledge and proper guidance, our investors would be able to generate optimal returns (and not maximum returns) based on their risk profile and their long term goals.

 

Many of our investors face continuous transitions in their lives such as a happy addition to their family, a new job, relocation to a new city, children’s education and marriage, retirement etc. and we help them navigate financially through these times.