Why Us

Our tagline is "Investments Simplified"

Investments can turn out to be a really bad experience if it’s not done properly.

We follow an investment framework and we believe that if you are following steps of our investment framework then you can generate a very good risk adjusted return in the long term without taking too much tension and without spending too much time on investments.

 

You should start your investments once you have taken care of the following :

1. Emergency Funds
2. Health insurance
3. Life Insurance (Term plan)

 

Phronesis Investor Academy Investment Framework

 

 

Periodic Review - To track perfomance of investments and decide on future course of action required basis prevelent market conditions, we ensure regular portfolio reviews.

Our investment software will not only help with investments in mutual funds online but also with your detailed financial planning including goal setting and video KYC (Know Your Customer).

We are Empaneled with all Top Mutual Fund Companies. This means you can transact in almost all mutual fund schemes through our Website.


We are registered with BSEStAR MF and NSE Mutual Fund Platform (NMF) for mutual fund transactions.

We are associated with the following portfolio managers for offering their respective PMS strategies:

ASK Investment Managers

Motilal Oswal Asset Management Company

White Oak Capital Management

ICICI Prudential Asset Management Company Limited 

 

Mr.Dharmendra Kumar Singh is an AMFI Registered Mutual Fund Distributor.

Education: Mr. Singh is an Engineering Graduate and has done PGDM from K J Somaiya,Mumbai.

Experience: He has more than 14 Years of experience in Financial markets. He has worked in top Indian and foreign Banks and companies like Citibank, HDFC Bank, ICICI Bank and Darashaw & Co.Pvt.Ltd. in their respective investment advisory and wealth management teams.

Certifications :

NISM-Series-V-A: Mutual Fund Distributors Certification Examination

NISM-Series-X-A: Investment Adviser (Level 1) Certification Examination

NISM Series X-B: Investment Adviser (Level 2) Certification Examination

NISM-Series-XV: Research Analyst Certification Examination 

NISM - Series - XXI - A : Portfolio Management Services (PMS) Distributors Certification

Certificate Course in Foreign Exchange (Indian Institute of Banking & Finance)

Licentiate Examination of the Insurance Instititute of India

 

You can reach out to us for further details.

 

 

 

 

 

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