OUR SERVICES
Alexarya Finserv strives to provide a completely reliable, actionable and unbiased consulting experience.
Financial Planning
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.
Wealth Management
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.
Tax Planning
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.
Risk Analysis
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.
Mutual Fund
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.
NRI Services
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.