1. Do you have a minimum investment portfolio requirement in order to become a client?.

We currently manage client's portfolio that are at least Rs. 25,00,000.

2. Can you take care or refer us to professionals for all our needs like Income tax return filing ,basic Property Registration or allied services?

Yes, we can refer you to the best professionals who could file the Income tax returns of your family.We too would coordinate with them to ensure that all the Investments that are done through us are properly reported and the taxation rules for every investment are posted to the professionals on time. We would work with both your existing professional relationships and/ or refer you to outside professionals in our network that have been fully vetted by us. We help facilitate discussions between our clients and outside professionals to ensure that the property registrations and other allied services are provided to the investors at a cost. We do not receive compensation of any form from our professional network so our clients' can be assured that there are no conflicts of interest in our recommendations or referrals.

3. Do you have historical information on your portfolio performance?

Since we customize each client's portfolio to meet their specific needs and circumstances, we do not distribute performance information,as every investors' information is held strictly confidential.But we can provide info such as the returns delivered by us Risk profile and horizonwise after you sign up with us,on special request.

4. Do you provide statements to your clients?

Yes, you will receive Monthly portfolio reports from cPROFIT.Apart from that Cprofit also provides Login credentials to access your Regularly updated Multi-Asset tracker whenever you need. In addition, you will receive Execution or trade confirmations from the respective counter like Mutual fund, Depository services.We also update on Markets,unique offerings to our investors and send articles that could explain the current events in the simplest possible manner. We also Conduct periodical Webinars and bring the Senior fund managers and Top CEO's to your door steps through knowledge imparting webinars.

5. Have you won any Awards to vouch your best Advisory practices?

cPROFIT has won many Awards and Accolades for its Ethical Advisory Practice. To name a few:

For three years consistently, cPROFIT is being awarded as "The best Advisor "in Karnataka by BSE Star MF


2019

  Top Women Advisors in India Awarded to Ms. C K Vanitha, our CEO in Dec 2019 by BSE.

2018

  Winner of "Think Big" Award from Wealth forum & Reliance Mutual fund during Sep 2018 .

2017

  No.1 Winner in Karnataka's Best Performer Category in Mutual fund Advisory for the Calendar Year 2017-18.

  No.2 Winner in Karnataka's Best Performer Category in Mutual fund advisory for the Financial year 2017-18 by BSE

2016

  No.2 Winner in Karnataka's Best Performer Category in Mutual fund Advisory for the Financial Year 2016-17

2013

  No.1 Winner-Emerging Advisor, Bangalore by Karnataka Association of Mutual Fund Advisors (KAMFA) for the financial year 2013-14, although the company itself got launched by Aug 8,2013

6.Will cprofit be able to explore novel investment avenues in this ever changing and challenging universe?

Portfolio means combined holding of many kinds of financial securities. The spread of assets primarily depends on the volume of investments, Investment objective, Investment horizon, Risk taking ability, related source of information, Government policy, Inflation and global impact, etc.
With ever changing regulatory guidelines, taxation and evolving world, it goes inevitable for a Wealth Manager like us to keep exploring multiple investment products which are novel and utmost beneficial to the investors. Being in the industry we would get the first-hand inputs and upgraded knowledge on the availability of such unique propositions, which common man would not have direct access otherwise. We also have in-depth knowledge with a team of vast expertise and Research backup to analyze and understand the pros and cons before shortlisting the investment avenues.

7.How do you effectively manage our portfolio? Will you be able to deliver maximum returns for us?

Portfolio Advisory is an art and science of making decisions about investment mix and policy, matching investments to objectives, asset allocation for individuals and institutions and balancing risk against performance.
We as Portfolio manager would strategize to deliver consistent returns while keeping in mind the risk appetite of the investors, with a well-defined investment philosophy and a strategy which acts as a guiding principle. As we manage your Investment portfolio, you would be relieved from all the administrative hassles that occur while investing. You as investor would receive periodic reports on their portfolio performance as well as on other aspects and required guidelines for investments. Investments are tracked on a continuous basis and our objective would be to deliver optimal returns with least possible risk and client centric approach.