CPMS supports all the above with its experienced team of Senior Management Professionals, who have worked in all the above spheres, while working for the country’s largest and leading financial conglomerate called “HDFC”, who are known for customer service, with their handholding and firm support.
Analyse your existing portfolio and sharing various research reports of authorized advisors from the industry
Sharing contemporary plans available in the market and execute them as per your preferred choice
Tracking your portfolio + Review with your consultant + Execute from our side
Notification on important changes in the market, your investments and policies + Amendments from various regulatory authorities
Your compliance with every regulatory authority at every stage of your investment and cash management is well assured