SERVICES AND OFFERINGS
Our approach to managing your assets is holistic. Our philosophy of managing your assets revolves around your financial and life goals as the focal point. Our endeavor at all times is to ensure that we carefully plan your finances and investments based on your goals and your individual risk profile, so that you free to pursue your passions and live the life you always wanted.
We work towards solutions that are tailor-made and uncompromised with an innate responsibility to offer the best-in-class services for our clients.
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Here is our current list of services and offerings -
Finance Management Solutions
Client Profiling & Risk Assessment
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Need and investment objective analysis
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Client investment experience analysis
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Client returns expectation management
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Help clients in their asset allocation and asset class selection based on return expectation, risk profile and investment horizon
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Help clients select the Individual Product / Security and the service provider while helping them in constructing a tailor made-portfolio
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Portfolio monitoring, periodic review and ongoing investment tracking
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Tax planning for our clients
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Saves time, saves money and saves financial worries for our clients through detailed financial consultancy model
Distribution of Financial Products
Open architecture for all financial products
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Offer best-in-class managers and a wide range of products, as required by our clients
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Individual Product / Security / Service Selection, Investment execution and Monitoring of investments and periodic review
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​Significant for our clients so that they have more time for themselves, their families and their businesses!
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Value-added Services Through Third Parties
Estate Planning : Creation of Will, formation of trust, succession planning through legal experts / trusteeship services
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Real Estate Advisory
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Lending Advisory ( Evaluation of alternatives)
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Protection / Insurance (Evaluation of Options)
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Tax computation and return filing through empanelled chartered accountants
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Basic legal advisory through legal experts
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Connect to experts for complex financial issues like overseas investments, etc.