The uniqueness in the service offered by us is that it is personalized and all dealings with its clients are ethical and transparent. It is therefore not surprising that most of the clients have stood by us for decades. Our primary focus is to protect and grow the investments of our clients, while working in a consultative, one-on-one advisory relationship. Clearly, satisfaction of our clients is paramount to us.
To summarise, each of our clients are not only investors but also a part of a large family based on trust. We have been empanelled and regularly recognized by most of the large fund houses like L & T MF, DSP, Franklin, HDFC, Reliance, SBI and UTI.
I was given the opportunity to give advice to a few people on ET NOW about Financial Planning. It was a great experience building a financial road map for them. Happy to share the episode with you all.