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Debt Mutual Fund
Systematic Investment Plan (SIP)
Tax Saving Mutual Fund
Now you can track your investment anytime…. anywhere… with
#A D Naik Wealth App
We provide you with monthly portfolio review so that you can never be slow in achieving your goals.
Our Growth Managers are always on their toes in tracking your investments with our Quarterly Portfolio Review
If we think your investments continue to be well-suited to your mentioned long-term goals – despite the current market turmoil , We’ll gladly tell you so
If, on the other hand, we think some of your investments no longer fit with your goals, We'll explain why, if you like, our growth Manager will recommend some alternatives.
To Assist you further & in a professional way we have Specialized Softwares & a Dedicated Research Team for a better service experience.