About Us
Welcome to Digital Investment believe that protection of your fund is prime job and its need to be addressed with lots of knowledge and proper planning.
Hence we follow a few (Four) step process of financial planning- Risk Profiling, Goal Planning, Portfolio structuring, and Portfolio tracking (Managing).We use a wide range of products to achieve the financial goals of our clients. We strongly recommend and use Mutual Funds in every clients portfolio creation due to its lot many advantage over other investment products Diversification, professional approach and steady growth.
Work with us to develop a wealth creation and protection plan that provides you with the best chance to reach your financial goals.
A reputed name for comprehensive financial advisory and product distribution services.
At Digital Investment our mission is to provide our client with the comprehensive, competent, customised and classy best solutions in wealth creation and wealth management areas. We are driven to provide clients with simple, unbiased and uncluttered professional advice that ads value to their quality of life and results in action able solutions.
At Digital Investment offer services through personal counsel with each of our clients after understanding their wealth management needs. Our approach is to enable our client's to understand their investments, Have knowledge of investment products and that they make proper progress towards achieving their financial goals in life.
Digital Investment has tie-ups with all Asset Management Companies (AMCs) and all mutual funds schemes are part of the product. The customers have a single window access to any mutual fund product / scheme they would like to access.
Clients of DI BSE star A/c service have access to all AMC products of direct. One can undertake transaction physical and online or through Call & Transact facility.
CLIENTS SERVICES
We understand that merely having a rich product basket is not enough for our valued clients.
What clients really need is a holistic platform for an entire family (or an organisation) to record, report & mange o comprehensive portfolio of holdings in to multiple financial products. We are proud to offer the following highly acclaimed services to our clients.
CLIENT DESK
The client desk is a premium offering for our clients which consolidates entire wealth/portfolio information, covering every major financial/non- financial product, for an entire family or organisation the access to the Client Desk is given through an highly secured, unique login-id and password to every client.
The information inside the Desk is updated on a daily basis and all transactions done through us are automatically updated so that clients need not to make any entries. The Client Desk empowers you by keeping you updated and informed, anytime anywhere -through online access or through a mobile application.
Digital Investment E-Wealth A/c Service
As a client of our DI E-Wealth A/c service you can enjoy some big, tangible benefits. You can do hassle, worry and error free transactions in a very easy, time and cost effective manner – anytime, anywhere.
We offer easy transaction facility and few very unique services for mutual fund transactions in our DI E-Wealth A/c service, as given below.
- Fresh Purchase /Additional Purchase /Redemptions /Switch Transactions
- SIP and STP registration
What's more, we offer multiple modes of doing transactions as listed below...
- Online Desk: Transact through online Desk
- Phone: Call and transact through your phone
Offline: Transact through physical instructions