Direct Investment Advisory Services

After the completion of the whole process of collecting information about a client, analyse the information through the financial plan & it’s important to provide suitable recommendations as per the client’s investment objectives, financial situations & cash flow requirements. Our Recommendations on the suitable investment products are based on the due diligence & qualitative & quantitative research parameters, which could be in house or third-party products. The criteria of selecting the investment product are on the basis of 5 factors – Liquidity, Risk, Cost, Tax & Tenure.

At Manek Financial, we literally hunt on your behalf

Direct investment advisory services include: