Why Choose Us
Investments should be based on your risk taking ability and time horizon, it could be for a few days to many years. Therefore, we do customize investments suiting these need of yours.
Draw a Plan
Once we know your investment needs and risk profile, we draw a plan by selecting the right funds or solutions by avoiding biases. A plan, if drawn well, helps you reach your financial goals easily.
Review and Rebalance
As markets are ever changing, we continue to review the plan, and if necessary, rebalance the investments by eliminating the non-performers and replace them with performers.
Funds which have given highest SIP returns
The result displays category-wise list of 5 funds which have given the highest SIP returns in the last 5 years. Monthly SIP amount assumed is Rs 10,000 and the SIP investment date is 1st of every month. We are showing Annualized returns as well as the current value of monthly SIP of Rs 10,000. Click on 'See More' to see the SIP returns of all funds in the chosen category.
We match your Investment Objectives with the right Model Portfolios
Higher equity allocations suits high risk takers with 10 yrs investment horizon.
Moderately Aggressive Investor
Higher equity + moderate debt allocation ensures moderate return and less volatility
I have known Mr. VijayaKumar over one year now and both me and my wife have taken his advice on investments, especially in mutual funds...
S. Narayan IAS (Retired)
Mr. Vijayakumar has been helping me manage my investments for more than 10 years. His commitment and service quality are excellent.
As a personal financial advisor, Mr. Vijayakumar is a complete professional who provides financial advice and services to clients...
Mr. Vijaykumar, Genuine interest, knowledge and Passion in achieving the goal for clients make a true professional investment advisor. You have this and more...