1. SEBI REGISTERED
I am SEBI Registered Investment Adviser (Registration No. INA300010734). We follow all due-diligence and compliance as per SEBI regulations. I am also a Chartered Accountant and am bound by the Code of Conduct of ICAI. What this means is that all PaisaPub clients can have complete trust that their financial decisions are in competent hands.
2. CRITICAL REVIEW OF EXISTING PORTFOLIO
I analyze the existing mutual funds portfolio in detail with respect to quality and risk – by measuring its volatility, diversification, valuation, returns, future outlook, alignment with goals etc. and recommend changes therein.
3. STRICT INVESTMENT METHODOLOGY
I make sure I do not get lured to flavors of the seasons and stick to a strict fund-selection methodology. Each fund is recommended only after it passes a strict set of criteria which makes it highly convincing.
4. SEVERAL HOURS OF RESEARCH INVESTED ON EACH RECOMMENDATION
Each fund is studied in detail and is passed through various parameters before recommending them to clients.
5. INVESTMENT RATIONALE IS PROVIDED WITH EVERY RECOMMENDATION
I believe in being transparent. Also, I want my clients to have as much confidence in the recommended funds as I have. So I share the rationale on which I recommend a particular fund for investment with my clients.
6. REGULAR MONITORING OF ALL RECOMMENDATIONS
All recommendations are monitored in regularly. This makes sure that any factor which may affect a fund’s prospects or suitability to the client’s objectives is considered and any required action can be taken without delay.
7. ENTIRELY CUSTOMIZED SERVICE. NO GENERAL RECOMMENDATIONS.
I understand that each investor has their own set of needs and hence I have made the entire model of my Mutual Fund Advisory service in such a way that all my clients are treated as per their specific requirements. I do not provide any general recommendations under this service.
8. FULLY TRANSPARENT SERVICE - 100% TRUSTWORTHY
The trust of my clients is my top priority. PaisaPub ensures full transparency of its methods and processes and makes sure its subscribers have full confidence in its services.
9. EXCELLENT CUSTOMER SERVICE
PaisaPub maintains very high standards when it comes to customer service. Subscribers can easily contact us via live chat, email, or call, and resolve their queries ASAP.
10. VERY REASONABLE FEE TO ENABLE EVERYBODY TO SUBSCRIBE
I believe that every citizen of India should have an equal opportunity to benefit from the capital markets. For this reason, I have deliberately kept the fee for my services very low. The fee is such that even small retail investors can afford and enjoy a world-class investment advisory service.