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Frequently Asked Questions (FAQs)

  • Q. What is wealth management?

    Ans. Wealth management is a highly customized client-centric financial planning service that provides a comprehensive investment management strategy for your financial needs. The ultimate goal of wealth management is to maximize your investments while prudently managing risk to achieve all that is important to you.

  • Q. How can I check my investments?

  • Q. What are the documents required to open an investment account with us?

  • Q. How much fees do we charge?

  • Q. Can an NRI invest with us?

  • Q. Can I attend your workshop?

  • Q. How do we generate investment ideas?

  • Q. Is the focus solely on small caps, or are other market segments considered?

  • Q. What information is typically included in research reports?

  • Q. What is the cancellation policy for subscriptions or advisory services?

  • Q. When is the right time to exit a stock idea?