Manage and Monitor

Adhering strictly to our philosophy of a 'long term relationship' with our customers, we actively manage and monitor your funds regularly to help you in avoiding loss making investments by providing the best performance and service levels in this area. Specifically, we keep track of the value of your investments by keeping in mind past performances of the fund(s), transact accordingly and ensure compliance with investment mandates, guidelines and regulations. Your portfolio review is undertaken by our experienced financial advisors for your perusal four times in a year to ensure maximum value and most importantly providing peace of mind to you. To ensure efficient management and monitoring processes, we adopt:

• Periodic review and rebalancing of your portfolios
• Advanced methodologies and latest technology to monitor the progress
• Continuous improvement of the financial plan to meet customer's requirements, as an integral part of your Personal Finance Lifecycle Management.