At Arunasset our endeavor is to help each of our clients achieve their financial goals through bespoke investment portfolios created as per their needs. Our promoters, who manage each client relationship personally, are well accessible and keen to engage with clients whenever required. We are research oriented and construct portfolios based on a deep understanding of the economy, capital markets and a wide range of investment products.
This is how we engage with our clients:
- We meet clients to understand their investment goals and needs
- We analyze client goals and risk preferences to tailor-make a portfolio suited to their needs
- We have stringent internal processes to ensure each portfolio is monitored on a daily basis
- We review portfolios periodically with clients, and are always happy to discuss and explain in detail if you have any queries
- We share periodic detailed reports that throw light on underlying holdings, market strategy and product details.
- We share a monthly statement that lists out all investments in your portfolio
- We also share reports and updates on the economy and capital markets, information on new products and conduct conferences and webinars with industry experts to keep you well informed on the current scenario.