|
SERVICES OFFERED
We have four distinct lifestyle
approaches to financial advisory services, depending on your
needs and your profile.
For Professionals
As your career grows, so does your income and aspirations.
This calls for a dedicated wealth manager to advise you on
planning your investments and meeting your financial goals
through customized and comprehensive asset allocation strategy
and Portfolio Management.
For
Entrepreneurs
To create a balance between your personal and business
finances. Our wealth managers help you maintain this balance.
For
Accomplished
We help you achieve a worry-free retirement at par with your
current lifestyle.
For
Non-Resident Indians
We offer products designed to best suit your investment objectives, be it
long term returns, quick liquidity or capital
preservation.
Our focus is to provide financial
advice of high net worth individuals and families
in order to meet their long term needs and goals. The quality, structure and depth of our advice is the core value
proposition to clients. We aim at maximizing our customers’ wealth
bringing significant value to their life.
Client
solutions
Our team works together with our client to provide tailor-made product
solutions to meet clients’ needs.
Investment solutions
• Strategic and tactical asset allocation
• Discretionary Portfolio Management
• Advisory services
Investment products
• Direct equities, IPOs
•
Mutual Funds and Structured products
•
Life Insurance and Pension Plans
•
Commodity
Trading
Wealth Planning and Portfolio
Management
• Estate planning
• Retirement planning and superannuation
• Insurance and risk management
Δ |
