Investment planning, what is demat account


To handhold you through your investment journey.

We regularly communicate with you to ensure you know when to act and when not to.

Weekly updates

  • Reviews of our recommendations: why we gave what we gave
  • Strategies: when to do what – in equity, debt and gold
  • Views: what we think of major events and whether you should act on them
  • New issues and products: when to invest and when to stay away
  • Trends: data crunching and takeaways on trends to help you understand markets and investments
Weekly calendar 
Desk calendar 

Quarterly updates

  • Reviews of our recommended lists of deposits, mutual funds and ETFs, with changes, if any, to keep it up-to-date
  • Review of our packaged portfolios, along with any rejigs that may be required to ensure that they stay on track
  • Quarterly changes to Prime Ratings

Timely alerts

  • Key events such as budgets or monetary policy, how and if they affect you, along with what to do
  • Sounding off on risks emerging in our recommended products, so you can take timely action when needed
Warning alert 

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