Skip to main content

AUA Service

What is AUA?

  • We monitor your portfolio on our AUA Platform (your money remains with you).
  • We recommend buy/sell orders based on Your Risk Profile, Our Expertise, Experience and Conviction.
  • You approve with a click of button, PW and OTP.
  • The order is executed and reported to our AUA Platforms using modern technology.
  • Your mirror image Portfolio is automatically updated on our AUA Platform.

Then, step number one - we monitor your portfolio.

  • We are Fee-only SEBI Regd. Investment Adviser - No hidden cost. No commission.
  • Team leader Mr. Akhilesh Jain has 40 years of experience.
  • Strong following of IIM-Mumbai and BITS Pilani alumni.

Here are 2 short videos on our investment strategy:

Core and Satellite Portfolios

Falling markets डरे या डटे रहे

Scroll