Suresh Rathi offers personalized mutual fund investment advice tailored to your investment needs through a disciplined investment process. We provide in-depth research to help you meet your financial goals. We take care of the most important task of selecting the best options out of whole bunch of mutual fund schemes for the safety and growth of your hard earned money.
You not only get unbiased investment advice, we also make sure that you receive your dividends and account statements on time, give an update on your portfolio and advise you if your portfolio needs reshuffling.
We have a dedicated team looking into the Mutual Fund product analysis and we use sophisticated tools to provide reports to clients.
Mutual Fund Desk offers following services to the clients.
- NFO Reports and Recommendation
- Investment Planning
- Existing Portfolio Restructuring
- Investment Monitoring
- Weekly Statement on Portfolio Performance
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