•  EP is not aligned with any one financial institution / investment manager and hence is in a unique position to present its clients with outstanding performers in each asset class. We truly have an open architecture platform at zero additional cost to the client.

•  We at EP eat our own cookies. EP exercise utmost confidence in the products it takes to its investors which is well reflected in the fact that our shareholders are invested in most of the products that we introduce to clients.

•  EP does not charge a fee directly from the investors. EP shares a part of the fee collected by the investment manager. While sharing fees with the investment manager, EP ensures that the investment manager will not add an additional layer of fees over their actual fee rates, to fund the EP fees.

For the investor, the net fees applicable would be equal or lower than the fees the investor would have paid if the investment was made directly with the financial institution / investment manager.

In short, all the value added services of EP is provided to the investor with no additional cost to the investor.

•  Each investor's portfolio is EP's bread and butter. EP does due diligence on all investment products before it is offered to the investor and give special care to ensure that its priority for capital preservation and growth could be achieved.

In the post investment period EP would be an investor's eyes and ears, whereby EP would be continuously monitoring the investor's portfolio.

•  We at EP would negotiate the fees with the investment managers to ensure that our clients pay only the lowest fees. In every investment, we also look around for the lowest fee paying share class and advice our clients to invest in such share classes. Example: In mutual funds there would be ‘A' and ‘B' share class with higher fees and ‘I' share class with lower fees. In the past we have succeeded to negotiate and source the lowest share class for our investors.

•  It is a well known fact that many times the advisory services offered by financial institutions / investment managers, have a direct conflict of interest with their own marketing objectives, whereby the financial institutions / investment managers have to sell their product lines to investors regardless of its performance or potential.

•  Though financial institutions / investment managers have similar range of products to offer, its shareholders or employees may not themselves have the confidence to invest in those products.

•  Most financial institutions / investment managers directly or indirectly charge the investor with multiple layers of fees for the various services they provide.

•  The investment advisory services of many financial institutions / investment managers are more of a “sales exercise” and they may not be able to advise a client with the best investment decisions. Example: Many of these financial institutions / investment managers would not be in a position to choose to advice the client to redeem a poorly performing investment that was earlier sold by them.

Many a times the financial institutions / investment managers and financial institutions limit their post investment relations to quarterly or semi annual reports, occasional phone calls or occasional visits.

•  Financial institutions / investment managers mostly sell the high fee share class and many a times does not even inform the client that there is a low fee share class existing.