I am AMFI registered mutual fund distributor and this is our family business (last 28 years) in Mutual Fund and Banking sector. I am second generation to carry forward this and our next gen is also ready to carry it.
Our Expertise:
- Client Portfolio Management
- Mutual Fund Investments
- Diversified Investment Solutions
- Long-Term Wealth Creation
Client-Centric Approach:
1. Understanding client goals and risk tolerance
2. Customized investment solutions
3. Regular portfolio reviews and rebalancing
4. Proactive communication and updates
*Why Choose Us:*
1. Experienced team with 27+ years of expertise
2. Client-focused approach
3. Proven track record of wealth creation
4. Access to a wide range of mutual fund options
5. Personalized service and support
About Work Experience
We are doing HDFC Bank FDs from last 16years as well Mutual Fund distribution for all AMCs from last 3 years. We also do Portfolio Management for our client too.