Your existing investment portfolio will be reviewed and analyzed to accomplish

your needs and preferences. Or if you don’t have one, we will help you make one.

Hospitalization and emergency expenses can burn a hole in your pocket and derail

your finances. Health insurance policy has become a necessity today. You may check with us for other insurance products too like life, general insurance and others.

You have an option to directly invest in the stock markets. Understand thoroughly

strategies and recommendations for long-term sustainable growth in your portfolios. Focus on companies with top quality management complemented with solid balance sheets, ROEs and cash flows.

Retirement is world’s longest coffee break –plan it well. A balanced portfolio

owns both equity and debt, in the form of mutual funds. Systematic withdrawals provide an automated way to meet your recurring needs.

If you intend to invest in stock markets but need an expert to handle the same,

you may opt for Portfolio Management Services (PMS) or Alternate Investment Fund (AIFs) options managed by reputed Fund Managers / Groups. This service will be at a cost and restricted to high net-worth investors.

Technology has broken all the geographical barriers of investing today.

To spread your investment basket, you may opt to invest in global growth stories like Amazon, Facebook, Google, Microsoft, Coca-Cola, Nike and the like.