IICPL endeavors to be a leading player in India’s new liberalised financial sector by constant innovation and being abreast with the changing market scenario. The firm’s main focus is its commitment to its clients to provide the safest and the most profitable investment solutions.
We are considered distinctive investment advisory firms in Delhi NCR in terms of our approach and is trusted by our clients as we follow a definite 4 step approach process:-
- We first try to Understand the requirement and risk appetite of our customers and their financial needs and develop a plan according to their requirements after listening to all their concerns which is what makes us stand apart from our competitors and makes us an incredible financial advisor provider in Delhi.
- Then we Allocate the amount which they want to invest based on their risk-taking capabilities and their financial goals. We diversify their portfolio that is how much need to be allocated to equity, debt etc. accordingly to suit any investor individual needs, keeping their financial goals in mind.
- Then our analysts based on the parameters decided, find the suitable funds related to equity, debt etc. for our investor to Invest them in the proportion decided in step 2.
- Last but not the least our analysts will keep in touch with you and will keep on Monitoring your portfolio from time to time and rebalance your portfolio as per changing needs of market and as per their research so that your financial objectives and goals can be achieved well ahead of time and you always live a happy, prosperous and wealthy life. Hence, we can proudly say that today, we are come under an elite category in terms of financial advisors in Delhi.
- Client’s satisfaction is what we are known for and we strive continuously to build long-term effective relationships with our clients by serving them in the best possible manner which is why we have become inimitable and leading investment advisory company in Delhi NCR.