Client Services
We understand that merely having a rich product basket is not enough for our valued clients. What clients really need is a holistic platform for an entire family (or an organisation) to record, report & manage a comprehensive portfolio of holdings into multiple financial products. We are proud to offer the following highly acclaimed services to our clients.
Financial Planning
Everyone wants to be rich but the definition of being rich is not just to create wealth but to have the freedom to quit your job/firm whenever you feel like. We want to see our clients achieve financial freedom and constantly strive to help them achieve this as early as possible.
Child Future Planning:
Dreams of their kids is the most imp goal for India parents, therefore with our expert solutions our clients need not worry about any financial need that might occur regarding their kids with respect to education or marriage or anything else.
Retirement Planning:
Quite like millionaire- a guide to new millennials to achieve financial freedom by the age of 30-35*. We aim to help our new age millennials to reach their goals as soon as possible so that once they have achieved it, they can peruse their hobbies without the worries of future.
Client Desk(Wealth Management Desk)
The Client Desk is a premium offering for our clients which consolidates entire wealth/portfolio information, covering every major financial /non-financial product, for an entire family or an organisation. The access to the Client Desk is given through an highly secured, unique login-id and password to every client.
Product Basket
Having an adequate product basket across different assets classes, risk profiles and by different companies is very crucial to offer holistic, unbiased and need-based structured solutions or strategies to clients. We proud ourselves in providing our clients with a single point, unrestricted access to a rich basket of growing financial & non-financial products.
Mutual Funds
We have all the mutual fund schemes on offer by virtually all the Asset Management Companies (AMCs) in the country. As a client, you can access any scheme with us, either in physical mode or even in a demat /stock-exchange mode with Trading Account services.
- Advanced Portfolio Management
- Dividend Reinvestment
- Risk reduction due to diversification
- Convenience and fair price
Insurance
Manging your risks is more important than ever. Experience quality risk advisory and management services with our insurance solutions. We have anything and everything you might need regarding insurance some of them are:
- Health Insurance
- Term Insurance
- Life Insurance
- Vehicle Insurance
Fixed Income Products
We also offer clients with diverse fixed income products, namely Non-Convertible Debentures (NCDs), Infrastructure and RBI Bonds, Company Deposits, etc. from some of the leading companies, institutions in India.
- Tradable Bonds
- Suitable for people not willing to take a lot of risk
- Fixed Interest
- Credit Rated
Will Writing
Our ultimate objective will be to make sure that your money will be delivered and used as you desired it to be. We and our team of lawyers work tirelessly to make this possible. Some of the advantages of will writing:
- Ensure your money is distributed as per your wish
- Handled by professional team of lawyers
- Appoint a guardian for minors
- Reduce stress and heartache for loved ones
- Protection