We do not pile on a product to a potential client. On the contrary, we will recommend a number of funds that fit in the investor’s risk appetite and are most likely to meet the desired financial objectives of the investor. Our core expertise’s are to assist the prospective investor chose what’s best for him or her. This is how we create an informed investor. This “education of sorts” goes a long way in wealth creation. Our primary focuses remain the “investor” and investor’s financial goals and risk appetite.
Diversifying Your Portfolio. We assist you in selecting Mutual Funds for investments in various debt and equity Funds. We monitor your portfolio and identify non-performing funds in your existing portfolio.
Free tracking of your investments, round the clock, anywhere. Excellent tools for managing and accessing you family’s portfolio. Reports such as: Evaluating Investment Performance , gain/loss.
We identify your financial goals and recommends Investment Plans and other investments to achieve those financial goals. Variety of mutual fund schemes from leading AMCs. Customized portfolios readymade based on your needs.
The tax credit is a kind of discount by reduction in tax liability offered by the Government to Tax Payers aimed at promoting disciplined savings investment culture. The amount of tax credit you can get is dependent on: Your income tax rate. The amount you wish to invest.
Trusted Clients
Satisfied rate
Awards wining
Portfolio
Fund Managers reports
Employee Benefit Funds Policy
Budget 2018/2019
Tax Calculation
Get Offer now!
A mutual fund is a collective investment scheme, which specializes in investing a pool of money collected from investors for the purpose of investing in securities such as stocks, bonds, money market instruments and similar assets.
A stock market, equity market or share market is the aggregation of buyers and sellers (a loose network of economic transactions, not a physical facility or discrete entity) of stocks (also called shares), which represent ownership claims on businesses.
Life insurance (or life assurance, especially in the Commonwealth of Nations) is a contract between an insurance policy holder and an insurer or assurer, where the insurer promises to pay a designated beneficiary a sum of money (the benefit) in exchange for a premium, upon the death of an insured person (often the policy holder),Depending on the contract.
Blog post
by admin | in Blog,News | 0 comments
KARACHI :The rupee remained stable against the dollar at Rs141.25/Rs141.75 in the inter-bank market on Friday compared with Thursday’s close of Rs141.25/Rs141.75, according to forex.pk. Last week, the State Read more...
by admin | in Blog,News | 0 comments
ISLAMABAD: Pakistan’s public debt would jump to 17 years highest level of 82.3 per cent of the size of its economy and budget deficit is projected to be over Rs2.6 trillion Read more...
Contact Us
HOW WE CAN HELP
If you are working toward financial security, providing a steady stream of income, or planing for retirement, we can help.
