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We firmly believe
that our work does not end on your signing the contract.
Rather, we feel that the real work begins thereafter. We
keep you updated with the performance of your
Investments via -
24x7 Online Investment Valuations - TA provides to you secure online access to your investments through its 24x7 Investment Valuation Service. You can view the performance of your investments 24 hrs a day, 7 days a week from any online computer in the world! Apart from being able to view a consolidated and up-to-date report of your investments, you will also have access to a number of financial planning tools, articles and data through your online account.
To view a Demo Online Investment Account, kindly write to us at Contact@TA-Asia.com with the subject 'Demo'.
Monthly Financial
Reports - Every month our clients receive a
comprehensive Financial Report from us showing the
performance of the investments, their interim value as
well as an asset and geographical allocation of each
fund in which you have invested. So, you can actually
see your money grow!
Active Customer Support – In case you
need any assistance, our Advisers and Customer Service
Executives are always at your service. Our Advisers can
either meet you or respond to your query via e-mail or
phone, whichever you desire. |
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Apart from providing
monthly performance evaluations and reports, we meet our
Clients after every 6 months to review their
Investments. During the meeting, we perform a
suitability check on their investments depending on the
current market scenario, their changing financial needs
and goals and the performance of their investments. The
result of the check decides whether to continue with
existing or consider switching to other more lucrative
investment options. Such Half-yearly reviews enable us
to give to our clients - freedom to select and change
their investment strategies to suit their needs. Please
note that we do not restrict to conducting Investment
Reviews once in 6 months, but can perform the same
anytime upon client's request.
SERVICES MAIN PAGE
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