Grow Your Wealth and Investment Acumen with Specifically Tailored Services
Advice on Indian Secondary Equities
Gain expert insights and strategic advice on the dynamic Indian secondary equity markets.
Basic Financial Planning
Help in basic financial planning before on-boarding as a Client (wrt to Value investing Time horizon)
Learn Basics of Value Investing
To support your understanding in Value investing, we offer curated guidance on valuable resources, including insightful books, informative audio content, and investing Audio/videos (as and when asked for by Clients)
Step-by-Step Approach to Your Financial Goals
- Initial Contact and Understanding: Based on preliminary discussion and sharing of my Synopsis, we shall provide you with Risk Profiling and Investment Objective questionnaires to thoroughly understand your preferences and financial outlook.
- Personalized Investment Framework: Based on your risk profile and objectives, we shall develop a tailored Investment Policy Statement (IPS) and Investment Agreement (IA) for your review and signature, formalizing our mutual understanding.
- Comprehensive Disclosure: Once the IPS and IA are signed, we will provide you with the latest business plan (which includes our AUA fee structure) along with relevant SEBI and BSE Circulars for complete transparency.
- AUA-Based Partnership: We operate on an Assets Under Advisory (AUA) fee model with all of our clients, ensuring our interests are aligned with your investment growth.
Vigilance Awareness Week 2025 is being observed from October 27th to November 2nd, 2025, with the theme:
सतर्कता: हमारी साझा जिम्मेदारी (“Vigilance: Our Shared Responsibility”).
All stakeholders are encouraged to participate in the e-pledge initiative by visiting the CVC portal: https://pledge.cvc.nic.in/