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

Gradient