Wealth Management

Wealth Management is a consulting practice that incorporates Financial Consultation, Portfolio Management Services, and other aggregated financial services for our clients. Basically, it is a practice of solving or enhancing our client’s financial situation and achieving their financial goals and needs through providing a full range of financial products and services.

Our advisors address our client’s most important concerns and aspirations, from coordinating investment strategy and managing risk in multiple portfolios. The primary goal of wealth management services is to grow the existing wealth in the long run. The most common type of wealth management sought in India as well as globally is the private wealth management service that is provided to HNIs (High Net worth Individuals).

Our range of Wealth Creation, Wealth Management and Wealth Protection solutions are provided through our partners that are leaders in their respective areas of expertise. These partners enable us to provide solutions covering:

  • Direct Equity, Futures & Options – Online and offline platform
  • Mutual Funds – investing in both Indian and international markets and across multiple asset classes
  • Portfolio Management Services (PMS) – across equity, debt and real estate.
  • Bonds / Deposits – Issued by Government, and Corporates
  • Structured Products – Customized Wealth Creation Tools.
  • Life Insurance Solutions taking care of Risk Coverage, Investment and Pension solutions
  • General Insurance covering health, Businesses and Assets.

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