Wealth Portfolio Login
Client      Advisor     
Forgot Password
 
Services

Financial Consulting Process

As your financial coordinator, our goal is to understand your financial circumstances and create a customized planning strategy for you to achieve the specific desired objectives and goals in your life. We will work closely with you and keep you informed and in control of your financial situation. By carefully allocating your assets, monitoring your progress, and avoiding risk pitfalls, and through regular communication, our aim is to ensure you fully understand your financial plan.

Introductory Meeting

We´ll review the obstacles and uncertainties in your financial situation and introduce our four step planning process. In this meeting we will define our working relationship and the service we offer.

1. Analysis

At this meeting we´ll work with you to determine goals and gather data as it relates to your specific financial situation. Here we will define your goals and objectives in written form.

2. Presentation

Once we clearly understand your financial goals and have evaluated the necessary data, we can develop a customized financial plan with recommendations. Here we will carefully review the details of your plan to make sure of its accuracy.

3. Implementation

We will then decide on an appropriate course of action and determine which recommendations to implement.

After we´ve established your plan and implemented a course of action, it is necessary to be in close communication for the next 30 to 60 days. During this period, we will be available to answer any of your questions. We will also be communicating via email and phone to tie up any loose ends as it relates to your plan.

4. Monitoring

Depending upon the level of service you choose, we have a consistent review process that will suit your needs. You will also receive regular emails and a comprehensive annual review every year around your birthday.

  • MF News
  • IPO News

What if the outflow from equity funds in July sustains? Investor disinterest in equity funds comes at a time when retail participation in stock markets has gone through the roof
Tue, 11 Aug 2020 08:44:40 +0530


MFs log Rs 1.24 lakh crore inflows in June quarter on strong interest in liquid, arbitrage funds This follows an outflow of over Rs 94,200 crore into mutual fund (MF) products in the preceding three months, according to data with Association of Mutual Funds on India (Amfi).
Mon, 27 Jul 2020 13:25:12 +0530


Why the sharp fall in equity inflows is not a cause for concern The low net equity inflows shouldn’t be read as fading interest either in equities or mutual funds but is explained by investor’s instinctive response to a dazzling rise in equities
Thu, 09 Jul 2020 10:42:53 +0530


Mindspace Business Parks REIT zooms over 10% in debut trade The Rs 4,500-crore public issue of Mindspace Business Parks REIT was subscribed nearly 13 times late last month.
Fri, 07 Aug 2020 22:17:04 +0530


Mindspace REIT lists at 11% premium on issue price of Rs 275 This is the second REIT listing on the exchanges, after Embassy Office Parks REIT which was listed in March 2019 following fund raising of Rs 4,750 crore via IPO.
Fri, 07 Aug 2020 10:22:19 +0530


Mindspace Business Parks REIT to debut on August 7, issue price set at Rs 275 per share Sharad Mittal of Motilal Oswal Real Estate Fund feels from Mindspace, investors can earn a return of 11-12 percent of which 7-8 percent which accrues from rental yield is as stable as debt.
Thu, 06 Aug 2020 12:00:30 +0530


Mindspace Business Parks REIT IPO subscribed 13 times on final day Mindspace REIT public issue consists of a fresh issue of Rs 1,000 crore and an offer for sale of Rs 3,500 crore.
Wed, 29 Jul 2020 18:08:23 +0530


Mindspace Business Parks REIT IPO fully subscribed on second day The issue will close on July 29 and the bids can be made for minimum 200 units and in multiples of 200 units thereafter.
Tue, 28 Jul 2020 19:23:01 +0530


Mindspace Business Parks REIT IPO subscribed 38% on Day 1 From an investor standpoint, the REIT product is a must-have in any portfolio, said Sharad Mittal, CEO at Motilal Oswal Real Estate Fund.
Mon, 27 Jul 2020 19:37:07 +0530


IIFL Securities recommends subscribing to Mindspace Business Parks REIT IPO; here#39;s why IIFL Securities has recommended the issue for investors seeking returns similar to debt asset class.
Sun, 26 Jul 2020 15:56:10 +0530


Mindspace Business Parks REIT IPO opens on July 27; here are 10 things you should know Mindspace has so far raised Rs 2,643.74 crore from strategic and anchor investors, which is 58.74 percent of the total issue size of Rs 4,500 crore.
Sat, 25 Jul 2020 15:02:45 +0530


3 Point Analysis | Rossari Biotech#39;s stellar listing: What should investors do now? The stock opened with a premium of Rs 245, or 58 percent, on the BSE against its issue price of Rs 425 per share, and rose to Rs 710 intraday, i.e. 67.1 percent higher
Thu, 23 Jul 2020 21:20:14 +0530


Rossari Biotech debuts at Rs 670 with 58% premium over IPO price The listing premium was much higher than the grey market premium (of around Rs 160-180 per share) as well as analysts#39; expectations of Rs 130-175 per share.
Thu, 23 Jul 2020 10:03:35 +0530


Subscribe to Rossari Biotech: Ajcon Research Ajcon Research Rossari Biotech Started in CY03 as “Rossari Lab tech”, a partnership firm, Rossari was converted to Company in CY09 by Mr. Edward Menezes and Mr. Sunil Chari.
Fri, 17 Jul 2020 15:09:34 +0530


Yes Bank FPO subscribed 95% so far, QIB remains strong on final day The maximum bids received at lower end of price band of Rs 12-13 per share. In fact, the anchor book, through which the lender had received Rs 4,098 crore, was also subscribed at Rs 12 per share.
Fri, 17 Jul 2020 15:06:55 +0530


Rossari Biotech#39;s Rs 496-crore IPO subscribed 79 times so far on last day The public issue consists of a fresh issue of Rs 50 crore and an offer for sale of 1.05 crore equity shares by its promoters Edward Menezes and Sunil Chari.
Wed, 15 Jul 2020 11:58:45 +0530


Rossari Biotech IPO subscribed 3 times on Day 2 amid retail, QIB interest In past 3 years (FY17-FY20), company has delivered stupendous growth on revenue, EBITDA and net profit level, which grew at a CAGR of 42 percent, 57 percent and 60 percent respectively.
Tue, 14 Jul 2020 14:40:37 +0530


Subscribe to Rossari Biotech: Emkay Global Financial Emkay Global Financial Rossari Biotech is planning to raise ~Rs4.95bn through a mix of fresh issue (Rs500mn, 1.17mn shares) combined with Offer for Sale (OFS) route (~Rs4.45bn, 10.5mn shares), to the public.
Mon, 13 Jul 2020 18:07:11 +0530

Schedule A Meeting With Us
Customer :
Need :
Name :
City :
E-mail :
Mobile :
Area :
Message :