Our Core Values

As a Personal Finance Professionals, we follow and abide by the following Code of Ethics and Professional Conduct to live up to the trust endowed on us by our Clients.

Expertise

We keep ourselves updated with the required knowledge and skills to provide expert recommendations to our clients.

Transperency

We understand we are dealing with your money. And money matters are best kept transparent.

Holistic

Our clients trust us for empathizing with their dreams, goals, aspirations and anxieties. We are mindful, compassionate and respectful of all their feelings around both money & life.

Integrity

We maintain integrity of our professional relationship and never do anything which is a let-down to our clients.

ClientFirst

We ensure that our clients’ interest always comes before our personal gains and advice is void of any biases.

Solutions

We provide solutions to our clients’ problems, needs & requirements and not merely execute their transactions.

Here are some examples that demonstrate that we walk the talk :

• We do not recommend New Fund Offerings (NFOs) from mutual funds. NFOs gives us substantially more brokerage than existing funds. However, we believe that a fund with a track record of high performance is superior to an NFO.
• We do not recommend Close-ended funds. Most close-ended funds are launched during times when the market is doing well which leads to much better collections by fund housed. Here also, fund houses give lucrative brokerages. However, we believe that investors would be better-off avoind investing in close-ended funds and instead prefer investing in an existing open-ended diversified equity funds having a consistent and dependable performance track record.