What We Do

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.

  1. Equity and Debt Mutual Funds
  2. Equity and Debt Structured Products
  3. Corporate Bonds and Deposits
  4. Non-Convertible Debentures
  5. Sovereign Bonds
  6. Equity Portfolio Management
  7. Boutique Investment Options
  8. 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.

  1. General Insurance
  2. Health Insurance
  3. Group Insurance
  4. Life Insurance

Estate Planning

Ensuring smooth passage of wealth from one generation to another with zero transmission loss.

  1. Estate Planning services including drafting of deeds
  2. Drafting and Registrations of Wills and related services
  3. Setting up Family Trusts and related services
  4. Trusteeship Services
  5. Power of Attorney Services
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