Understanding your financial goals 
                Our investment process starts with understanding you-your background, investment objectives, risk tolerance 
                and existence investment pattern. A comprehensive Client Profiling exercise helps us in evaluating your risk appetite and understanding your investment objectives, which are kept in mind while building your portfolio.
               
                

                Investment plan
                Based on your investment goal, wealth requirements, investment horizon and risk profile, we construct a suitable 
                asset allocation plan for you. During this exercise, we also evaluate and realign your existing investments as per the suggested asset allocation, in case required by you.
            
                

                Portfolio Construction
                From our wide range of investment avenues, we construct appropriate solutions to implement your investment 
                plan and evolve a tailor-made portfolio for your specific requirements. This would involve execution of investments in debt, equity, structured products or alternative asset classes as per the suggested asset allocation.
            
                

                Portfolio Maintenance
                We monitor your investments and periodically suggest rebalancing in the portfolio for maintaining the asset 
                allocation or aligning your portfolio to changes in market dynamics that might affect your investments.
            
                

                Portfolio Review
                As your investment preferences or financial goals may change over a period of time, we review your portfolio 
                periodically with you to discuss and implement any changes in asset allocation or portfolio strategy. All with a 
                view to keeping your portfolio healthy at all times.