Mutual Fund Advisory

Being an AMFI registered distributor and a distributor operated authorized CAMS / Karvy mutual fund service centre can undertake to assist clients in making new investments and redemptions of existing and new investments. The investments are then tracked continuously.

Services Offered

• Assess and analyze the current mutual fund portfolio based on investment objectives.
• Advice and Act on the agreed upon strategy to optimize portfolio returns.
• Performance and progress tracking of portfolio is done on a continuous basis and suggest any refining the strategy or carry out portfolio rebalancing if necessary.
• Periodic update of the portfolio is provided to the investor.
• In frequent touch with you to service all your needs.

For more detail contact now by email to jay@aaainvestmentor.com or sms to 9841057605