OUR FINANCIAL JOURNEY
With more than a decade of experience, DAA Capital is a Financial Management organisation that deals with all aspects of Personal Finance. Our experts will provide you with Financial Consultancy in the field of Money Management and assist in making the right Investment Decisions.
We help procure Significant Funding for Individuals as well as Institutions and Organisations. With elite services in Asset Allocation and Risk Management, we also lend you a hand in Estate Planning.
Our qualified team of Chartered Accountants, Certified Financial Planners, Chartered Wealth Managers and Registered Valuers intends to provide you with a curated Investment opportunity to create and protect Wealth. Our Professionals from the core team will help you plan and Invest your Money. We back your Investments with a sound Asset Allocation strategy to meet your Risk tolerance and Investment goals.
With more than a decade of experience, DAA Capital is a Financial Management organisation that deals with all aspects of Personal Finance. Our experts will provide you with Financial Consultancy in the field of Money Management and assist in making the right Investment Decisions.
We help procure Significant Funding for Individuals as well as Institutions and Organisations. With elite services in Asset Allocation and Risk Management, we also lend you a hand in Estate Planning.
Our qualified team of Chartered Accountants, Certified Financial Planners, Chartered Wealth Managers and Registered Valuers intends to provide you with a curated Investment opportunity to create and protect Wealth. Our Professionals from the core team will help you plan and Invest your Money. We back your Investments with a sound Asset Allocation strategy to meet your Risk tolerance and Investment goals.
HOW WE WORK?
We do a requirements understanding to assess your thought process about Money and evaluate your Risk Appetite.
Evaluate your existing portfolio : We critically evaluate your existing Investments and Loans. This will help us weed out non-performing Investments and high Interest bearing Loans.
Strategize : We then come up with an Asset Allocation based on our understanding of your Requirements.
Implementing the Plan : Once the Asset Allocation is frozen, We proceed with implementing the Investment Plan and restructuring the Loans as agreed upon.
Monitor Investments: As part of our engagement, we will monitor the Investments on an ongoing basis and suggest suitable changes / tactical adjustments if need be.
Review Investments : The Client-Consultant engagement cycle gets completed only after a Periodic Review of our Investments.
DAA CAPITAL’S MISSION:
Provide personalized solutions by simplifying financial jargon. We always think from client’s perspective for decision making hence ensuring customer centricity.
DAA CAPITAL’S VISION
Be a trusted partner in all verticals of your Personal Finance
