Wealth Planning

  • Equity, Debt & Money Market Mutual Funds.
  • Commodity & Currency Investments.
  • Consolidated Reporting & Analysis.
  • Fixed Income investments (Bonds & Debentures).
  • Structured Products.
  • Alternative Investment Products.
  • PMS.
  • Direct equity.

Insurance

  • Insurance Requirement Analysis (Life, Health, General).
  • Execution & Servicing Insurance(Life, Health, General)

Real Estate Services

  • Real Estate Advisory.
  • Buying & Selling of Residential Properties.
  • PMS.
 

Loan

  • Home Loan & Loan Against Properties.
  • Business Loan.

Tax & Legal Services

  • Tax Advisory.
  • Tax Return Filing & Administration.
  • Trust & Estate Planning.

Upcoming Offerings

  • Philanthropy Advisory.
  • Art Advisory.
  • Provide a platform to buy and sell luxury goods like cars, watches, antiques, etc.
  • Holiday Planning and Management.
  • Angel Investing Opportunities.