Wealth Management

Our Services

Strategic Wealth Management for a Secure Tomorrow

Our open-architecture approach, allows us to offer our clients with best of all worlds. Our management approach offers our clients two main things – Simplicity & flexibility. Our solutions are tailor made to best suit our clients Investment psychology and offering them inputs, enhancing their financial wisdom.

Don’t just be an investor, be an Informed Investor.

Equity – A great investment portfolio is like a modern skyscraper— innovative design built on a solid foundation merging into the skyline.

We provide our clients securities trading platform, where one can invest in companies listed on BSE & NSE platform. Our market experience allows us to engage with clients with research backed discussion which empowers their investment decisions.

Mutual Funds – Best Fund selection in the Spot Light.

Through our online platform, we offer ease of investing in various types of mutual funds. Mutual Fund recommendation are based on detailed fund assessment framework taking into account qualitative and quantitative factors to come out with selected best mutual funds available in industry for our investors.

You will experience superior research analysis through our high grade intellectual capital. Our research is driven by a core investment philosophy for fund selection.

PMS & AIF–

These investment instruments have the potential to produce above Market returns. Equity Managed accounts provides exposure to an array of well researched underlying Investments. Portfolio Managed Services (PMS) / Alternative Investment Funds (AIF) provide access to portfolio strategies that are unique and not available via the fund Mutual route.

PMS & AIF’s are normally discretionary managed portfolios formed with a view to provide significant capital appreciation over a medium term horizon, an array of third-party providers vetted by our firm’s strong due diligence.

Debt –

A wide range of options spreading across – Bonds, FD’s, NCD’s etc to choose from. As it’s a very important investment allocation, we offer a wide range of instruments in the area to choose from.

Insurance –

We offer investment and advisory solutions across entire Insurance spectrum.

We evaluate Insurance products by looking into the fine details and legacy of claim settlements and similar such parameters.