FROM THE DESK OF A CHAIRMAN
26 January , 2018.
Re: (1) New Office ( 2) 23 Years of Investment Services (1995-2018) ( 3) INVESTWELL Advisory
Warm WELCOME to our New Office. We have put all new ultramodern office set up in the iconic building `UNION HEIGHTS’. This new office is functionally designed and is complete with the required infrastructure. You would have ample parking, and easy movement. We have put up state of art CISCO video conference facility. You can interact with us from your office/residence. With the real good competent team combined with new functional office, we should be in a position to serve you much better.
When we are starting our new office, we are also completing 23 years of our Investment Services. We had commenced our business on Republic Day in 1995. From a small sub-broker, we have transformed ourselves in to a Complete Broking House. We will celebrate our Silver Jubilee after 2 years. During this journey of over two decades, we have provided high caliber value added services. We have maintained high client orientation and always cared for your interest first. We have complete range of investment services. We have value added services for Mutual Fund, Portfolio Management and NRIs etc. where we have helped clients well in creation of wealth. We have the finest long track record in terms of returns delivered. We have built very good team of competent people in every sphere of our activity. We should be continuing this tradition with better use of office and technology.
We are adding one more service that you would find absolutely useful. You would have observed that your investments are not very well taken care of. Numbers of time, investment remains unattended. When there is a need of investment, adhoc decisions are taken based on limited information that results in poor returns. You would have experienced a need of professional expert help in managing your investment.
To address your concerns and needs, we are launching today our Investment Advisory Services `INVESTWELL’. Here, we will systematically analyze your investments, risk profile, preferences; future needs and come up with our well-considered advice in written format. It will be an ADVICE with discretion remaining with you. We have options of one-time service as well as regular ongoing investment advice for regular monitoring of investment under `INVESTWELL’ Advisory. You can choose the plan that fulfils your need.
We should be charging fees for this service. It would be more than justified.
Present time is very good in terms opportunities. Given the right approach,
one can create very good wealth through investing.
Happy investing through CONCEPT.
[ Chairman ]