We believe in adopting a holistic approach by being unbiased, sophisticated, methodical, accountable, reliable and by being transparent. We create a customised financial plan much away from the one size fits all policy. We follow uniform practices and are consistent most of the times. We also believing in making known the downside on every asset rather than just trying to pursue a selling tactic. We believe in creating a factor of trust and in meeting all the deadlines which are under our control thus delighting customers. We believe that our customers are our goodwill ambassadors and are the chief reason for the referrals. Each of our customer would have provided on an average atleast two referrals in the last twelve months or so.
+Years of Experience
...convey my deep satisfaction for the services that Wealthmax as a company and your executives have been providing during the last few months. This has helped us in making investments that should give us reasonable and safe returns over a period of time.
We are particularly impressed by the manner in which you have conducted the initial investment analysis, and the subsequent recommendations that were to facilitate our long term financial goals.
The timely advices from your group of portfolio managers, has helped us to consolidate our holdings, with fair predictions of market behaviour. The presence of regular follow-ups and meeting to understand our interests and risk assessment has no doubt helped to forge a long term relationship.
Apart from the quality of your advice regarding judicious placements of our investments, your accessibility at all times and the promptness with which you respond to our queries and demands for information, are to be commended.
....run by a set of professional who have doing the things passionately, by being committed. Their communication is frequent and they give dispassionate views on Companies, Industry, etc as a result of which investment calls are made easy. Their documentation and customer interaction has been good.
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1. We believe that we have developed a deep sense of satisfaction of our customers through (CAPA) control and preventive actions and by regularly reporting the state of affairs without springing surprises of an unwanted nature.
2. Our team of research associates spend a lot of time reading and culling out secondary data which are meaningful to be shared.
3. They delve on diverse range of issues which are macro economic in nature or could be Company specific or Industry specific.
4. These are shared with only ' only those who are in need of it' Special reports on when to do what follows on a "need basis".
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