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) Exchange Traded Funds (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) Real Estate Investment Trusts (REIT)

Contact us for Forms / information.

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