
Wealth Advisory
Depending upon your financial health, risk profiling & business objectives,we create customised wealth management solutions for you.
Investment Products
We build an optimized investment portfolio for you that matches your goals, time horizon, investment objectives and risk appetite
-
Investment options
- Mutual Funds
- Portfolio Management Services & Alternate investment Funds
- Corporate fixed deposits
- Bonds
- Unlisted / Pre-IPO shares
-
Protection options to safeguard you from unforeseen contingencies
- Group insurance
- All types of personal insurance
Portfolio Monitoring
We review your portfolio on a regular basis and constantly churn it
depending upon the current market conditions in order to help you maximize your returns
