We, in EforEquity, are dealing with equity and capital market advisory, consultancy and fund management services for Indian equity market. We are committed to provide our clients the best attention, guidance and services and ensure a long term relationship-both personal and professional.
We also help customers to define their own goals. And based on defined goals, we chalk out a detailed financial plans to achieve their goals either through investment in stocks, or in Mutual Funds , or in both.
* Quality of services
* Design products according to customer profile, need and their risk appetite to suit their requirements
* Personalized service to both retail customers and corporates
* Commitments towards the customer objectives
* Cost Effectiveness through customized and innovative fee structure to make it a win-win for customers
* Being fair and transparent in all transactions
* Consistency in delivering returns
Our management team is run by professionals with very rich background and exposure in the large corporate sectors both in domestic and International arena. The director of the company had held very senior portfolio in the IT industry in India and different other countries, and are conversant with the best corporate culture, ethics and their requirements.
Our thorough research on Indian equity market, in Mutual Fund industries and an experience of more than a decade in the industry helps us to put a strong footprint. We continue to leverage on our skilled professionals to strive and deliver continuously for our customers.
The words, ‘where to invest’ are music to many investment analysts’ ears. The invitation to offer investment strategies is a milestone in the entire investment cycle – an opportunity to get one step closer.
To name a few, we have already expanded our footprint in eastern part of India within a short span of time, and we have been chosen as preferred partner for many retail investor including some HNI clients. Though at present, majority of our customer base are within retail category, we have started engaging few of the corporates as their investment partner. We plan to focus more on these institutional engagements in the years to come.
We have also partnered with one of the leading brokerage houses in India to provide with all your broking related requirements including demat services, trading account, managing/execution of trades at exchanges and mutual fund related transactions.
Our online platform SMARTMF provides a complete solution to all your Mutual Fund investment requirement starting from self-initiated onboarding, Lumpsum and/or SIP investment, online report generation, portfolio tracking, financial planning and many more.