A mutual fund distributor is an individual or company that helps investors purchase mutual fund shares. They act as intermediaries between investors and mutual fund companies, providing information and advice on different funds and helping investors select the ones that best meet their financial goals and risk tolerance.
We are a Solution based Wealth Managers. We help our clients to identify the right financial instrument to enhance their wealth by recommending them to achieve their cherished goals in their lifetime. We cater to people who have different risk appetite and suggest appropriate solutions. We handhold our clients till their life time and extend our services to their future generation as well. We aim to provide Financial Freedom to our clients by channelizing investor's hard earned money in the right direction with a focus to add value. The core objective of our firm is to suggest newer alternate investments.
We recommend and execute suitable funds based on the individual's Goal and ensure to achieve at the requisite time. We review the customer portfolio periodically and suggest suitable measures.
We advise and recommend solutions related to Motor Insurance; Fire & Burglary; Shop Keeper's policy; Travel Insurance; Home Insurance; Marine Insurance and Pet Insurance.
We are associated with top health insurance companies and recommend suitable plans to individual and their families. We also handhold our clients during times of emergencies.
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(Your company name) is helping in identifying financial goals and preparing investment plans according to them. Their personalized advice and always ready-to-help approach is very helpful for me to intake financial decisions.
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SUJATHA ANANTHARAMAN
70, 3rd Main, 1st Cross,
5th Stage, Kalyanagirinagar,
Karnataka Mysore 570019
Mon - Fri 9:30 am to 6:30 pm
Sat 9:30 am to 4:00 pm
Sun Holiday