Private Wealth Management

Private Wealth Management

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

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.

Our advisors address our clients most important concerns and aspirations, from co-ordinating investment strategy and managing risk in multiple portfolios. As well, if you have any grievances regarding transfer, non-receipt of share certificates or dividend warrants, Dematerialisation of securities etc., or any issue regarding India Millennium Deposits, Resurgent India Bonds, get in touch with us. We will complete all your paperwork, documentation in this regard.Private Wealth Management