Wealth
Working collaboratively with you in an ever-evolving world
of investment opportunities and market conditions. A
firm-wide commitment for uncovering new and simplified
investment opportunities for you.
- Equity and Debt Mutual Funds
- Equity and Debt Structured Products
- Corporate Bonds and Deposits
- Non-Convertible Debentures
- Sovereign Bonds
- Equity Portfolio Management
- Boutique Investment Options
- Alternative Investment Funds
Risk
Helping you identify potential risks and ensuring that you
have built their mitigants in your portfolio to avoid any
adverse impacts on your wealth.
- General Insurance
- Health Insurance
- Group Insurance
- Life Insurance
Estate Planning
Ensuring smooth passage of wealth from one generation to
another with zero transmission loss.
- Estate Planning services including drafting of deeds
- Drafting and Registrations of Wills and related services
- Setting up Family Trusts and related services
- Trusteeship Services
- Power of Attorney Services