While it is not mandatory to implement your financial plan through us, we extend full support and coordination for Annual Advisory Comprehensive / Investment Advisory Clients who wish to execute their plans using low- or no-cost platforms and products. We do not earn any revenue from such transactions, ensuring that our advice remains completely conflict-free and unbiased.
At the same time, we believe that even the best-designed financial plan delivers value only when it is effectively implemented.
For clients choosing to implement their plans through us, it is important to note that all funds and securities remain entirely in the client’s custody and control. We do not have access to these at any point. All transactions in funds or securities require the client’s explicit digital or in-person approval. Apart from our advisory fees, no client funds or securities ever move to our account. This remains true even if the advisory engagement is terminated by either party.
We have empaneled with the platforms
Mutual funds- MF Utilities
Listed securities – Sharekhan Ltd
NPS – SBI Pension Fund
Global Investments – Interactive brokers (IBKR)
GIFT City – All Asset management companies.
Insurance - All life and General Insurance companies
