Client Engagement

Client Engagement

In all our engagements with our clients, we ensure that:

• we are free of any conflicts
• we are honest and transparent in the advice we offer and the way we deal with you
• we seek your periodic feedback and your perception about dealings with us to ensure it meets your expectations or to identify any improvements required
• we do not place our interests or that of any third party above yours
• we are clear and concise in our communication
• we abide by the code of ethics and standards of the CFA Institute (US) and SEBI
• we do not sell any cookie cutter financial plans or portfolios
• we act as a financial guardian