About Us
We partner with you in your journey of maintaining and building your wealth by providing the right financial guidance when it comes to short and long term investment, exit strategies, tax planning, risk management, business and personal wealth goals.
We blend digital wave with our customized investment ideas which enable us to curate a client-centric investment philosophy. Our knack to hear and understand the objectives gives us an edge to offer customized wealth management solutions.
Our Wealth management solutions are designed to client-specific needs.
As a Wealth Management company, we are responsible to maintain the confidentiality of information obtained during the course of financial planning of our clientele.
As a wealth management company, we utilizes the diverse financial disciplines such as financial and accounting, investment advice, legal or estate planning, and retirement planning, to manage an affluent client’s wealth as a bundle of services.
Our Services
Mutual Funds
Mutual Funds own ‘shares’ of some of the leading companies in the stock market
Insurance
Insurance is basically a contract, represented by a policy, in which a policyholder receives financial protection
Fixed Income Products
Fixed income is an investment focused on the preservation of fixed capital and income.
Goal Planning
Creating a list of financial goals is an important part of money knowledge.
Pre IPO / Unlisted Securities
Investing in pre-IPO stock can be a strategic way to build wealth in the long term
PMS
PMS is an investment portfolio in stocks, fixed income, debt, cash, structured products
AIF
AIF investment is as simple as a Mutual fund and as flexible as PM.
Real Estate
Real estate investment is the purchase, management, and sale or rental of real estate properties
Private Equity
Private equity is an investment in private companies that are not listed on a public stock exchange.
MLD/NLD
Investment in MLD/NLD does not assure returns, however, they are linked to the market
Direct Equity
If you favor long-term financial growth you can think about Direct equity.
NRI Products
NRI products cater to non-resident Indians, offering banking, investment, and financial solutions tailored
Debt – Restructuring
Debt restructuring involves modifying the terms of a loan to ease financial burdens
Bonds
Investing money in bonds can be complicated if you are not provided the right assistance
Secured Lending
Secured loans are business or personal loans that require some type of collateral as a condition of borrowing.
Unsecured Lending
Unsecured Lending doesn’t require any type of collateral or guarantee. Instead, lenders approve unsecured loans
Dematerialization of Physical Shares
Dematerialization is the process of converting physical stock certificates into electronic form
Capital Guaranteed Fixed Income Products
Capital guaranteed fixed income products offer investors safety by preserving the initial investment