Zvest means loyalty. We, at Zvest, believe in growing with our clients by providing them comprehensive solutions with utmost transparency and honesty by putting their interest as our top priority with equal importance on confidentiality and due diligence. We aim to offer our clients an experience of seamless co-ordination and execution at minimal costs.
In doing so, we follow a three step portfolio perspective :
1. Initiate an introductory meeting to understand you and your requirements in details .
2. Design your Investment Policy Statement to be incorporated into your overall financial plan, take you through general market conditions & evaluate important parameters like risk, return, liquidity & taxation implication (s).
3. Share our customised portfolio with you.