Execution is an art of getting things done in the manner that it gives the desired and planned returns. After the analysis and advisory comes the next task of executing the investment plan with a strict discipline and expertise.
In this scenario, you will benefit the most with a dedicated team of managers who will take care of all your paper-work, assisting on banking, and co-ordination with various fund houses & follow-up with all regulators ensuring that the compliance requirements are taken care of.
Account Manager
Your account manager is someone who has a complete understanding of your risk profile and attitude towards risk. Our Account Managers have a strong understanding of your investment objectives. The recommendations made by Team Kesari Financial Services are after considering your Risk Appetite, Time horizon, Returns Expectations, Liquidity, Current Portfolio and Asset Class Allocation & Tax Planning.
Service Manager
The Service Manager will enable seamless handling of the backend and operational requirements. This will keep your investment process hassle free and paperless wherever possible. He will regularly follow up on operation requirements with various manufacturers and others to keep up a smooth process.
As a client of Kesari Financial Services, you’ll have access to our latest research from all mutual funds across India, from equities to fixed income and commodities.