Midcap funds have always been popular with retail investors. Its popularity has ...
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DVS ASSOCIATES PRIVATE LIMITED (formerly known as DVS Finplanners Private Limited) was founded by D V Suresh, holding a CFP CM certificate from the Financial Planning Standards Board of India (FPSB) and has an experience of over 25 years in the financial services segment. Read More...
OUR MISSION
OUR MISSION is to enable our clients fulfill their dreams and goals and achieve financial freedom by educating them in taking the right decisions and to follow the financial discipline. Providing unbiased guidance, maintaining and following proper standards of professional ethics.
We help you create, track and achieve your life goals
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We will ask you a set of questions to get to know you!
1 Describe your knowledge of investments:
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We will ask you a set of questions to get to know you!
2 When you invest your money, you are:
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We will ask you a set of questions to get to know you!
3 If the market lost 25% in the last few months, and your investments also suffered the same - what would be your first impulse?
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We will ask you a set of questions to get to know you!
4 Have you ever invested in shares or mutual funds? If yes, for how many years?
Check Risk Profile
We will ask you a set of questions to get to know you!
5 To obtain a return of more than what you would receive as a bank fixed deposit, you must take risks.
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We will ask you a set of questions to get to know you!
6 How do you react to the idea of investments?
Your Risk Tolerance
As per our risk assessment, you Risk Profile is
Are you still doing a Regular SIP. What about a Step up SIP to reach your goals faster
SIP of Rs 10,000 in NIFTY 50 Index with annual top up of 10%
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