Financial
Companion
for Life !

Help you with the best scheme selection decisions for
achieving your important life goals.

How to initiate

NRI

Enhance Your Portfolio
Returns by participating in
Indian Growth Story

India seems to be on the cusp of a new economic cycle. It is an attractive destination for NRIs to diversify and enhance their portfolio returns. Currency depreciation is a risk though. Through this App, you can take full advantage of Indian growth story. We will select the best schemes for you, keep on monitoring your portfolio and recommending changes whenever required

In addition to Growth goal, investing in India will help you in achieving other important goals also.

How to initiate

Ethics, Trust & Ability

Our approach is simply that we advise only those actions which we implement for our own portfolio. Our recommendations are purely for what will be best for our investors. It is consistent with the Hippocratic oath, which we take when we complete our medical trainingthat all our actions will be totally governed by the interests of the people we are treating. Dr. Sanjiv Mehta, being a medical doctor, has initiated this oath in the financial services industry with Finance Doctor setting an example..

HOW TO INITIATE

Automated, Dynamic and
Customized

Totally independent of human intervention, it will
automatically inform you about asset allocation and scheme
changes totally customized for your own personal conditions
and in a totally dynamic way based on the current market
conditions.

Although you will be able to do everything on your own using this App, at the same time, support of well trained Relationship Managers is available 8 am to 8 pm 7 days a week.

How to initiate