Comprehensive suite of investment products to achieve goals of wealth creation and wealth management
A unique approach, based on the concept of strategic and tactical asset allocation to maximize risk adjusted returns.
Insurance
Protection solutions covering Life and Health, to ensure that financial goals are not disrupted on account of any unfortunate events
Real Estate Management
A unique offering for clients, especially for NRIs, to manage their real estate properties, including rentals and routine maintenance work
Currently available only for properties in Mumbai
Taxation
End to end income tax planning solutions, including filing of tax returns.
Succession Planning
Comprehensive suite of services, including will writing and trustee services, to ensure that seamless transition of legacy and wealth garnered during lifetime