Welcome To Adept Assets

Persevering Value, Steering Growth

Personal finance is easy to understand but difficult to practice. Suitability of various investment products, understanding one’s own risk profile, Income/expense management, Assets / Liability management, and so on...

These areas are successfully handled by only a select few. Gaps remain. We will be fully committed to plug these Gaps with all our clients, with all our might and resources.

We will happily and objectively go out to deliver all our clients the independence they need in their financial lives, the abundance they need with respect to their risk tolerance levels. Through this we will try ensuring the ultimate thing everyone strives for. A peaceful life.

Services

Give Shape To Your Investments...

Financial goals are the priorities and targets you set for how you want to spend and save your money.

Risk Factors – Investments in Mutual Funds are subject to Market Risks. Read all scheme related documents carefully before investing. Mutual Fund Schemes do not assure or guarantee any returns. Past performances of any Mutual Fund Scheme may or may not be sustained in future. There is no guarantee that the investment objective of any suggested scheme shall be achieved. All existing and prospective investors are advised to check and evaluate the Exit loads and other cost structure (TER) applicable at the time of making the investment before finalizing on any investment decision for Mutual Funds schemes. We deal in Regular Plans only for Mutual Fund Schemes and earn a Trailing Commission on client investments. Disclosure For Commission earnings is made to clients at the time of investments. Option of Direct Plan for every Mutual Fund Scheme is available to investors offering advantage of lower expense ratio. We are not entitled to earn any commission on Direct plans. Hence we do not deal in Direct Plans.

AMFI Registered Mutual Fund Distributor – ARN-53165 | Date of initial registration – 00 APR 0000 | Current validity of ARN – 01 July 2025

Grievance Officer- S SUBBAIAH | info@adeptassets.com