Fund Advisory Service
In Fund Advisory service, subscribers receive an initial Portfolio of 5 Mutual Funds, followed by continuous advice on a monthly basis. Service uses a short term holding strategy based on Quantitative approach which produces higher returns than benchmarks as well long-term buy-and-hold strategy. This strategy has been developed in-house, more details can be found here.
- Personalized Asset Allocation Plan
- Retirement Plan
- Life Insurance Plan