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Services Offered

Expertise. Intuition. Ingenuity.

Men in a Meeting
Office Consultation
Business Meeting

Financial Planning

A comprehensive approach that brings future into present, so that you can do something about it now.

Wealth Management

It starts with screening of investment ideas brought by different fund managers and constructing a portfolio that is in line with long term asset allocation of client.

Insurance Consulting

Insurance is the best way to hedge for unforeseeable risks be it on health side or life side. We not only provide the operational and service support but also do in-depth analysis before recommending the INSURER, PLAN, COVER, TERM, RIDERS etc.

Business Meeting
Relaxed Businessman
Data on a Touch Pad

Tax Planning

Taxes burn a hole in the pocket and tax planning is one part where most people fail. Lot of investment options are available today that not only helps in saving taxes but also are a potential wealth creators. Which option one should opt for differs from individual to individual.

Retirement Planning

Depending on the lifestyle of the person portfolio is constructed that can assure steady income during retirement. All those individuals who are in the formative years of their careers and are working with us, they can be rest assured that they will be requiring the estate planning service not the retirement planning.

Mutual Fund Advisory

With the increasing participation from retail investors, each AMC is trying to extract as much business as possible making it further difficult for investor to choose the right fund. Presently, there are more than 1000 mutual funds available across more than 20 categories.
We do an independent, unbiased & in-depth analysis on all these funds to come out with a list of funds which have given consistently good returns and have taken minimal risk vis a vis other funds in the category.

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