Our Services

We understand no two individuals are alike and hence tailor-make our investment strategy and plans to meet your different needs. Our client mix costs of professionals, entrepreneurs, families, media personalities, large corporates all of which require a different approach.

Our area of expertise spans across Life Insurance, Health, Disability, Critical Illness, Mutual Funds, Portfolio Management Services, Direct Equity, Structured Products, Off shore Investment Products.

Our Approach

Profile Mapping
  • Understanding client goals & objectives
  • Risk appetite analysis
  • Need gap analysis
Consultation
  • Asset Allocation
  • Product recommendations
  • Terms of engagement
Review & Monitor
  • Regular tracking & monitoring updatesv
  • Research recommendations
  • Rebalancing suggestions based on changing life priorities
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