ABOUT US
Founded by a team of Wealth Management Experts with an objective to make a positive impact on people’s financial life by enabling them to achieve financial freedom through Holistic Investment solutions
Learn MoreOUR PRODUCTS
MUTUAL FUNDS
Investment in Mutual funds are done through a process of fund selection both on the qualitative and quantitative aspect and invest based on the asset allocation model
DIRECT EQUITY
We as part of the Asset Allocation recommend investing in stocks directly. We help clients manage their stock portfolio both long term and short term. We as part of our system help do stock portfolio managment with their consent on each and every transaction
INSURANCE SOLUTIONS
We help client with their entire insurance solution through our associates.
TAX SAVING SOLUTIONS
Tax Planning is a important part of our investment. Prudent tax palnning with help in generating higher returns over the long period of time
FIXED DEPOSITS
This plain vanilla product is suitable for investors who are risk averse and not 100% capital preservation. FD mostly are less than the inflation rate hence the value erosion is possible. We give a list of NBFC deposit were you get better risk adjusted return over bank deposit rates
MARKET DATA
DATA ON GLOBAL MARKETS AND ECCONOMY
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