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Wealth Management

WHAT WE DO BEST

Wealth Management:

We assist High Net Worth (HNW & UHNW) Non Resident / Resident Indian Individuals (NRIs), families, Trusts & Institutional clients in creating, building , growing and managing wealth in multiple asset classes through prudent, objective, researched investment and multi asset allocation strategies tailored to their risk profile. We have developed expertise in the full spectrum of asset management advisory, research and execution.  Our services are offered through Financial Planners registered with Securities and Exchange Board of India (SEBI), Independent Financial Advisors, Distributors registered with the Association of Mutual Funds in India (AMFI) and empanelled with most of the Asset Management Companies for the following investment products. We also provide support services to Wealth Advisors / Distributors / like NAV broadcast, NAV updating, portfolio performance analysis and re-balancing, performance analysis of Mutual Fund Schemes:

Mutual Funds:

                  1)        Equity oriented Schemes

                  2)        Balanced Funds

                  3)        Hybrid Schemes

                  4)        Fixed Maturity Plans

                  5)        Interval Schemes

                  6)        Tax Saving Schemes (ELSS)

                  7)        ETFs

                  8)        Retirement planning Schemes

                  9)        Income Funds

                 10)       Fund of Fund Schemes

                 11)       Money Manager Funds

                 12)       Liquid Funds

                 13)       National Pension Fund

                 14)       REIT

Direct Investment in Capital Market:

1)         Initial / Follow up Public Offerings (IPO/ FPO) of Equity, Preferred Shares / Stocks, Bonds and Debentures in Public Limited Companies for Listing on National Stock Exchanges / Mutual Fund Schemes.

2)         Direct investment in / purchase of Securities of Listed Companies through brokers

Stock Trading:

Offline or Online trading through reputed Stock Brokers

1)      Cash Market

2)      Futures & Options

3)      Commodities

4)      Currency Futures

5)      Interest Rate futures

Fixed Interest Investments:

1)         Company Deposits

2)         Capital Gains Bonds

Contact us further for Forms / information.

Disclaimer: Investment products have associated risks. Investors are advised to read the Offer & Scheme Information Document, Statement of Additional Information and other related documents, conduct their own due diligence before investing.


 

 

 

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