Stock Mutual Funds, Gold, and Tax Consultation
Expert Investment Advisor in India
ABOUT US
Our Value and Goal
We are a team of experienced financial advisors, who are dedicated to helping individuals and businesses to achieve their financial goals.
Our Services
- Investment Management
- Retirement Planning
- Tax Planning
- Insurance Planning
Core Services
We are Offering Financial
Services
Portfolio Analysis
Investment Planning
Tax Planning
why choose us
Why mydeePockets?
Since our inception, we have prided ourselves on our ability to identify exceptional investment opportunities ahead of the curve, enabling us to consistently create sustainable wealth for our valued clients. This pursuit is not merely a profession for us; it is our "Dharma"
Clients
Amount
Years
analytics tools
Innovative Dash Board, Available Everywhere
Always in sync
investment data with brockers application.
Graphical Interface
to manage & monitor their portfolio.
Our formula
Portfolio Building Process
Building trust and maintaining a positive relationship with customers. It should be transparent, accessible, educational, responsive, and personalized. GOAL includes understanding the customer's time horizon, risk tolerance, financial situation, liquidity needs, tax situation, personal preferences, and investment objectives. An Initial phase, an appropriate asset allocation, and the selection of appropriate investments.