CIIC India

CI Investment Consultants Private Limited

the best way to maximize return from investments

Services

  • - Understanding your Needs
  • - Asset Allocation
  • - Recommendation of Schemes
  • - Support to invest
  • - Reports by Courier / Email / Online
  • - Periodical Review of Investment
  • - Support to KYC, PAN, Change of Address / of Bank
  • - Support to withdraw

Asset Allocation

Based on your

  • - Age
  • - Risk Profile

Based on Indian Capital Market

  • - Nifty PE Ratio
  • - 10 Year GSEC Yield

Recommendation of Schemes

  • - Based on Long Term Performance of Schemes
  • - Based on Size of the Scheme

Investment

  • - Lump Sum Investment
  • - Additional Purchase
  • - Systematic Investment Plan (SIP)

Also Switch-in

  • - Only if required, based on your Asset Allocation

Reports
(Available to you by Courier / Email / Online)

Client Login

  • - You can view online your Investment / Reports, any time
  • - Through your Computer / Laptop / Mobile Phone

Portfolio Valuation Report

Sample

Portfolio Gain / Loss Report

Sample

Portfolio Asset Allocation Report

Sample

Capital Gain / Loss Report

Sample

Testimonials