Our approach is to ensure that the clients are benefited through our unbiasedness in choosing the products.
Month: May 2018
Multi Asset Tracking
All assets like Equity, Mutualfunds, PPF, Insurance,FD etc., can be tracked at a single click
Research based Recommendation
Solid research based recommendation on both qualitative and quantitative parameter to ensure the portfolio is intact with the client objectives.
Periodic portfolio review to ensure the better performance over a long period. Asset allocation review to ensure the alpha is being generated.
We look at 360o approach on your personal finance to ensure every miniscule data is being captured.
Wealth building with a professional touch. Premium service at a cost-effective model.
Mutual Fund Investor Awareness Program @ Vellore
As we always gives importance to investor education, we have done an investor awareness program on financial planning and mutual fund investing. We have got a overwhelming response from Vellore and quiet interactive session we had. Thanks for all the participants. The mutual fund online platform like BSE(Bombay Stock exchange) would be more helpful in consolidating all your investments in single place. The topic discussed was the three steps to financial success. The importance of mutual fund investments using an online platform like wealth ladder direct would keep them worry free in terms of tracking.
The first step is to have the financial plan in place before taking investment decision.
The second step is to choose the product like mutual funds (equity oriented and debt oriented) to get the inflation adjusted return.
The third step is to implement the plan as early as possible. The mutual funds online platform will be very easy to invest in a single click.