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Investments

  • 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