Wealth Management

 

We abide by one principle, Precious solutions for your Precious Wealth. We bring together a comprehensive knowledge base with over two decades of experience to design customized solutions. We develop personalized wealth management strategies for our clients by listening to them and understanding their financial needs and goals. Our investment solutions cater to the financial needs of high net-worth individuals, retail clients, corporate houses and financial institutions.

 

Our wealth management services include:

 

Portfolio Management Services

Multi Manager Investment Solutions

Portfolio Advisory

Trading in Equity, Commodity, & Currency,

Depository Services

Mutual Funds & IPOs

Fixed Income Products

Near Risk-free Arbitrage Products

Structured Products

Real Estate Funds

Private Equity Funds

Financial Planning

 

Our edge

 

Understanding and addressing of our clients financial needs

 

Working with investment experts, financial planners and tax experts to see the big

A belief that "Every client is unique & every plan has to be unique"

Transparency in all our dealings

High client focus

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