AMFI Registered Mutual Funds Distributor - MEGA Portfolios
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MEGA INDIA TOUR
Not Just an Investment Journey. A Journey of Relationships!
MEGA India Tour is a special journey across India to personally meet the investors who have placed their trust in us.
Because for us, investing has never been just about money.
MORE THAN AN INVESTOR MEET
This isn't a sales tour. It isn't a campaign. And it certainly isn't about collecting more investments. It's about meeting the people behind the portfolios. We want to sit across the table, share a cup of tea, listen to your experiences and understand your financial journey. Because your investment may be a number on our system — but you are never just a number to us.
MEGA COMMITMENT
Markets will rise. Markets will fall. Numbers will change. But relationships should remain. Our promise is simple: We will continue to stand beside you — through every market cycle and every financial milestone. Because building wealth is a long journey. And we would rather walk that journey with you than simply manage it from behind a screen.
YOUR GOALS
Every portfolio represents someone's dreams, goals, sacrifices and aspirations. We don't want to know just how much you invested. We want to know why you invested. What are you planning for? What are you dreaming about? What matters most to you? And how can we help you get there?
COMPOUNDING COMPOUNDED
KEEP LEARNING
KEEP LEARNING
KEEP LEARNING
Human beings are eternal learners while compounding is a function of time. In order to make sure that you do not lose out on the time factor while gaining knowledge committing mistakes that people often do during their financial journey, we accelerate your learning into the domain of personal finance because we believe that no ROI is a profitable reward if you have to invest your entire life into earning.
KEEP EARNING
KEEP LEARNING
KEEP LEARNING
Wealth is the ability to fully experience life. While we chalk out financial strategy for you to meet your investment objectives on time, you can focus on your daily chores without worrying about your cash flows.
Income Boosters, Expense Curtailers, Net Worth Assessment, Financial Ratios, Well Planned Investments, is all it takes to make a happy family and we love smiling faces.
KEEP GROWING
KEEP LEARNING
KEEP GROWING
When learning meets earning, it is where the greatest of the evolution happens. We make sure that as you climb upon the stairs of wealth, your financial evolution is not marred by market pitfalls and finance jargons thereby ensuring an eternal growth which can be passed on from one generation to another. So start where you are, use what you have, do what you can.
Our Process : Building MEGA Portfolios
Risk Profiling
The return expectation and risk appetite are the cornerstones of portfolio construction. Our risk profiling tool - Riskometer - ensures that even the minutest of the information pertaining to risk attitude and risk tolerance are essentially and finely captured to build upon the finest financial plan.
Understanding Investment Objectives
With clarity of goals, comes conviction to act. Your investment objectives are quantified against financial timelines and are further assessed in the light of your present financial situation. The next step is to build the bridges.
Assessment of Cash Flow
Cash Flow tells the story as to how a person handles money. We set your income and expenses right to ensure that every penny that your earn is accounted for and that the smallest of the steps are taken to improve real cash flows with our income boosters and expense curtailers.
Assessment of Key Financial Ratios
Ever seen your financial blood test report? Here we craft your financial health card earmarking your figures against benchmark ratios - our unique concept in the personal finance industry that sets your financial health on right track at right pace.
The Financial Goal Plan
A comprehensive, well chalked out, inclusive strategy that spells out your road to financial goals in absolute terms. A wholesome document that envisages every aspect of your life that involves money be it vacations, children's education, retirement or a post retirement start up.