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Why you need us :
   
     
 
23 years of rich experience in Financial Markets
 
 
 
Extensive research
 
 
 
Qualitative & Quantitative Parameters Considered
     
 
Future Earnings Evaluated
 
 
 
Client servicing
 
 
 
Regular updates on your portfolio
     
 
Currently there are approximately 600 schemes, it is difficult for you to track them on
    your own
     
     
 
On-Line Platform :
     
 
We offer an online platform for buying and selling mutual funds just like stocks. There are no loads (entry or exit) to buy or sell mutual funds.
 
 
 
 
 
Our Investment Philosophy :
   
     
 
Higher Risk Adjusted Return
     
 
Consistent Returns
     
 
Customized offerings by linking recommendations to your financial goals
     
 
Constant monitoring of funds
     
     
 
Research Process :
     
   
We understand the challenges that an investor faces today in making decisions to invest in mutual funds. Our endeavor is to weed through the apparent web of mutual fund universe and simplify mutual fund investing for you so that you can execute your transactions easily online.
     
   
After a detailed analysis is conducted funds are ranked with respect to the peer group as under on the basis of both Quantitative (absolute returns) & Qualitative (consistency) parameters:
     
   
 
'A’ rated funds - form the top 10 % funds & are very good funds
     
 
‘B’ rated funds - form the next 20% & are good funds
     
 
‘C’ rated funds - form the next 40% & are average funds
     
 
‘D’ rated funds - form the last 20% & are below average funds
     
 
‘E’ rated funds - form the last 10% & are poor rated funds
     
     
 
Model Portfolio :
     
   
Model Portfolios make your life simple. Monies are allocated in various proportions in different types of mutual funds such as large-cap equity, mid-cap equity, long-term bond funds, gold etf, etc based on your risk profile. A model portfolio gives you a cookie cutter approach to allocate your monies in a sensible way.
     
 
© 2010 Burgeon Wealth Advisors