WEALTH MANAGEMENT

Having money in your hand every month does not guarantee you the lifestyle you deserve. Circumstances and needs always keep changing. Today’s sound financial situation does not guarantee an equally sound future. And hence, no or improper financial planning can be disastrous.

This is where we step in and help you manage your finances in the most efficient manner. Our network of well-seasoned AMFI & IRDA certified financial advisors & tax professionals provide you an integrated approach towards your wealth management. We provide wealth management solutions not only to corporate clients but also to retail investors, high net worth individuals, trusts etc.

Our services in this area: -

  • INVESTMENT PLANNING - We build an optimized investment portfolio for you that matches your goals, time horizon, investment objectives and risk appetite. 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.

    Read more on SAVINGS & INVESTMENT PRODUCTS.

     

  • INSURANCE PLANNING - Emergencies do not come with a prior notice. Hence being insured at all times from such emergencies becomes extremely necessary. Insurance is an important financial tool, which assures you a faster recovery from unforeseen disasters such as such as theft, fire, health related problems etc. by providing financial assistance at such times.

    We provide you a plethora of protection options to safeguard you from unforeseen contingencies including group insurance and all types of personal insurance.

     

  • TAX PLANNING - Tax is a fine for doing well and hence payment of taxes is a sign of your success! However, taxes have the capacity to eat into your annual earnings if not planned properly. Therefore, being proactive in this area and planning your taxes is a good way to reduce your tax liability in any given financial year.

    We have a team of finance & tax professionals who can guide you in planning your taxes in the most efficient manner & also help you in meeting all regulatory compliances relating to taxation.

     

  • RETIREMENT PLANNING – You work hard towards earning a living for yourself and your family for most part of your life. But such hard work will be futile if you have no money left for your retirement. Hence it is always essential to build a corpus for your retirement phase by setting aside funds regularly, and the time to start building on it is now!

    Our finance professionals can guide you to fulfil this objective in the most simple and systematic way.

     

  • LENDING SOLUTIONS – We provide companies as well as individuals with a wide range of debt funding options such as business loans, personal loans, loan against property, credit limits such as bank overdraft, cash credit, letters of credit etc.

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