Alexarya Finserv Pvt. Ltd. (AFPL) is an financial advisory firm and one of the best mutual funds distributors in chandigarh, it has an impeccable ability of wealth creation for its clients. AFPL stands for core pillars of Trust, Knowledge and Ethics. With its consistent performance and quality of advice and services it has grown to one of the most trusted names in the country.
Alexarya Finserv provides services to High net worth individuals as well as retail clients across various asset classes. The flagship product offered by the company is Focused Model Portfolio – the Portfolio Advisory Services. For its advisory services, Alexarya Finserv believes in the dictum “we do best research”. Thus the approach adopted by Alexarya Finserv starts with need based analysis of the client and financial goals and liabilities of the client are discussed in depth. The risk level of the client is ascertained and a customized portfolio is developed, keeping in view the specific needs of the client.
Alexarya Finserv strives to provide a completely reliable, actionable and unbiased consulting experience.
The core reason for Financial Planning is simple: In order to attain your financial goals. Further, there are three key aspects that call for prudent planning of finances. These are: Inflation, Changing Lifestyles and Retirement.
We allow you to define your financial space – with all the updated market information at your fingertips, a diverse bouquet of products to choose from, the best in class services, and the essential ingredients for a well balanced wealth management strategy.
Your plan is prepared with great care by our expert team of financial planners and requires considerable effort to be made. Financial planning at its core helps to match your assets with your liabilities in a way that you take calculated risks.
All the mutual funds are professionally managed but element of risk is still remains. Prior to an investment we crosscheck funds performance with respect to various risk measures. We have dedicated Relationship Managers and Service Managers for all your queries.
You can invest in mutual funds without the hassles of filling application forms or any other paperwork. You need no signatures or proof of identity for investing. Once you place a request for investing in a particular fund, there are no manual processes involved.
In case of investments from the NRE account, the debit certificate is also submitted automatically to the Mutual Fund so as to enable repatriation of sale proceeds subsequently. You also get control over your investments with online order confirmations and order status tracking.
Get instant expert advice from the Best Mutual funds distributors in Chandigarh.
We look at various factors while deciding the best Mutual Funds suited for your needs. Key factors we look at selecting the various Mutual Funds in Debt & Equity Categories are summarized here for your quick reference.
Alexarya Finserv Pvt. Lt. offers Customized Wealth Management Solution that can help you identify the best investment portfolio, based on your personal risk and investment profile. The proposed investment will be tailor-made as per the client profile because we believe in the dictum “we do best research”. We offer a systematic approach to financial planning so that all your financial goals are identified and successfully met. Each client is serviced by PIA (personal investment advisor) along with a service manager backed by in-house research and technology platform.
We are delighted to be a perfect financial advisors for you, beforehand we need to know you and your goals, which will help us to serve you better.
The best way to get started is to simply phone, or contact us via email or contact form
It helps us to get know each other and ascertain whether our service will be of benefit for you
We set up a second meeting, which is the start of the planning process…
Alexarya Finserv Pvt. Ltd. (AFPL) is an financial advisory firm and has an impeccable ability of wealth creation for its clients. AFPL stands for core pillars of Trust, Knowledge and Ethics. With its consistent performance and quality of advice and services it has grown to one of the most trusted names in the country.