Knowledge Centre
What are Portfolio Management Services (PMS) and how do they work?
Portfolio Management Services involve personalized investment strategies managed by our experts to optimize your portfolio's performance based on market insights and your financial objectives.
What is included in your Health Insurance and Mediclaim plans?
We provide health insurance and mediclaim plans to ensure reliable health coverage for individuals and families which includes
Covering hospitalization expenses
Critical illnesses through well-structured policies.
Pre & Post Hosptilaisation expenses
Consumables like hand gloves, tissue, diapers etc
In Short it helps to you to take care of your unforeseen finance emergencies, without effecting your daily needs
How do you ensure transparency in your services?
We maintain clear and open communication with our clients, providing detailed information about products, fees, and investment strategies to build trust and confidence.
Also we provide an app related to mutual fund, where the customer can directly even in the midnight of an hour check his portfolio & if he wants he can redeem the funds.
Note : The funds get credited after T + 2 working days
How can I get started with your services?
You can contact us through our website or phone to schedule a consultation where we assess your needs and propose suitable financial and insurance solutions.
Mr Prakash P Nathani 7977900685
Mr Ashok P Nathani 9892952996
Email : ashok12586@gmail.com
What does SIP denotes ?
SIP : Systematic Investment Plan in the mutual fund concept refers to investing in funds consisitently at particular period of time for a regular basis.
It helps in averaging out the risk concept, with both the bull run & the bear run in the market. Thus leads to rupee cost averaging & high returns
What makes your Portfolio Management Services unique?
Our PMS offerings are personalized, leveraging deep market insight and proven financial expertise to create strategies that align with your risk tolerance and financial goals.
We are an AMFI Certified professionals from last 25 years. Our Name itself speaks