Initial Meeting with Prospective Investor

To understand the customer requirements in terms of their financial goals, their expectations, Risk profile, Investment period, etc. and to brief customer about various available options for their investments.

KYC compliance

To collect required documents and complete the KYC process.

Execution of Investment

Basis the discussion had earlier with the client, to initiate SIP / Lumpsum investments

Monitoring of Investment

Investors can monitor the portfolio anytime by running reports. Advisor will review the portfolio performance with the investor for any course correction, if required.