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Identifying ones goals and risk profile are the pre-requisite before jumping on the wealth creation journey. Wealth creation is possible only if we have a set of predefined goals to work for, if we do not set goals then it is difficult to plan the amount one needs to invest.
This Services is to cater to clients who already have demat accounts and need guidance on investing in stocks.
Filing of income tax returns of individual tax payers at the end of every financial year including tax planning.
Educating investors is a prerequisite before they actually venture into the investment world. Understanding the various terminology, the requirements and the buffet of products available at their disposal is very important before actually deciding where to invest. We through our training try to pass this knowledge to retail clients and educate them of the DOs and DONTs of investing.
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