Product & Services

Our Services

FINANCIAL PLANNING

WEALTH MANAGEMENT

INVESTMENT BANKING

TAX PLANNING

ESTATE PLANNING

Equity

Mutual Funds

Large Cap

Mid Cap

Small Cap

Multicap

Balance

Hybrid

PMS

Debt

Mutual Funds

Liquid/Ultrashort Term

Short Term

Income/Dynamic/FMPs

GILTs

MIP

Hybrid

BONDS/NCDs

Alternative Investments

Private Equity

Long Short Fund (Category III)

Real Estate Funds (Growth)

Real Estate Funds (High Yield)

STRUCTURED PRODUCTS

ETFs/REITS

Others

Credit Solutions

IPO/ESOP Financing

Loan against Shares / MFs

Housing Loan / LAP

Personal Loan, Gold Loan etc

ESTATE PLANNING/TRUST

Tracking & Reporting

COMPREHENSIVE & ACCURATE REPORTS

  • Asset Class
  • Sector Allocation.
  • Activity Report.

EASE OF TRACKING

  • Mobile Application.

REVIEW

  • Regular review at pre-decided intervals and on client’s call.