NRI Services
We will assess your risk appetite and risk taking ability and recommend an asset allocation plan through a structured approach. We help you choose products from wide variety of investment products, including stocks, bonds, mutual fund schemes & alternative investments and execute the plan.
We monitor the performance and progress of portfolio on continuous basis and provide regular update of the portfolio to the investor
We will assist you in:
- Obtaining Permanent Account Number (PAN) from the Income tax Department
- Obtaining KYC compliance for Investments in Mutual Funds
- Setting up NRE account
- Setting up Portfolio Investment Scheme (PIS) account for Investments in shares
- Setting up power-of-attorney, providing your local representative limited powers to act on your behalf.
Milestone Financial Consultants
Product Description
We will assess your risk appetite and risk taking ability and recommend an asset allocation plan through a structured approach. We help you choose products from wide variety of investment products, including stocks, bonds, mutual fund schemes & alternative investments and execute the plan.
We monitor the performance and progress of portfolio on continuous basis and provide regular update of the portfolio to the investor
We will assist you in:
- Obtaining Permanent Account Number (PAN) from the Income tax Department
- Obtaining KYC compliance for Investments in Mutual Funds
- Setting up NRE account
- Setting up Portfolio Investment Scheme (PIS) account for Investments in shares
- Setting up power-of-attorney, providing your local representative limited powers to act on your behalf.
About the Company
Milestone Financial Consultants, founded in the year 2005, is an independent wealth management and investment advisory firm built upon a foundation of professionalism, trust and integrity.
We provide objective, unbiased and rational financial advice to individuals, families and institutions. Working in partnership with you, we will help you preserve the value of your assets while simultaneously optimizing their performance through wise asset allocation, prudent risk management and effective investment strategies. We complement these services with robust execution capabilities and attentive client service.
Together with Milestone Financial Consultants, you can carefully define your financial goals and design a strategy to help achieve them. Your individual plan will be based on your unique goals and dreams taking into consideration your attitudes, preferences and present situation.
Seller Contact Details
S-23, 2nd Floor, Regency Plaza, Comba, Margao , Comba Goa - 403601, North Goa, India
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