Handling the portfolios and setting up guidelines. • Advise individuals on investment decisions. • Analyzing Indian Stocks, commodity, Derivative, Currency and Global Forex Market. • Analyzing based on Fundamentals and technical with the available data in the markets. • Live Trading with Research Analyst. • Assisting Research Calls For Long Term trading, Short Term Trading and Intraday Trading • To generate lead and closing the portfolios
fter 9 years in the financial services industry, in 2015 we sought to create our own boutique advisory firm based on the principles of independence, transparency and client advocacy. We are extremely professional; yet display a unique family-oriented environment that is comfortable and familiar for all clientele. We embrace new technology to enhance the client experience. We offer technology based services for our clients to effectively monitor their portfolio and help them in reaching their financial goals. We focus at being the most reliable prompt and efficient provider of financial services. We endeavor to be one stop solutions for financial boutique and to be immense help to our investors, learners and provide help regarding, stock market, advisory services, training, Investment planning, wealth creation and insurance.