CAGRfunds vs Portiva

A boutique financial planning company helping individuals take better financial decisions to fulfill their life goals.

CAGRfunds helps individuals define their goals, understand their risk appetite and frame an investment plan to fulfill the goals.
With a client relationship model, this process requires engagement with the investor thereby enabling us to deliver a very customized solution - retention has been over 99%
We provide investment solutions which pans across mutual funds, NPS, PMS, AIF and Insurance. Our expertise lies in guiding individuals to follow a goal based investing mindset. Tax planning is a core of all advisory that we do.

Location: Mumbai, India

Our industry-leading vetting service ensures that doctors, dentists, and veterinarians receive the best virtual medical assistant in their market.

Whether it is insurance verification, medical refills, record requests, or scribing, medical professionals face a lot of mundane daily tasks. Hence, our virtual medical assistant provides value for healthcare practitioners by eliminating these daily annoyances, allowing doctors to make it home by 5 pm each evening. And don’t think that you are sacrificing quality by choosing from our medical staffing options indeed we only recommend top-shelf candidates eager to launch a medical career and possess the skills needed to succeed as a virtual medical assistant.

Location: Trappe, USA