Wealth Management

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Wealth Management

Our time-tested approach to highly distinct needs of our clients through a simple yet composite offering is what we take pride in. We offer multiple investment platforms for execution along with a wide range of investment options to choose from. Our clients include Corporates, Trust's, Professionals, NRI's and Ultra HNIs.

Distribution

Mutual Funds

Our Mutual Funds coverage universe represent more than 80% of Industry's Asset under management.

Secured & Unsecured Non-Convertible Debentures

High yield Secured & Unsecured NCD's on a private placement basis are available for subscription on our platform.

Corporate & Fixed Deposits

Multiple Corporate & Fixed Deposits with attractive yields and flexible payout options are available to choose from. Loan facility of up-to 75% of the deposit amount is an additional feature.

Portfolio Management Schemes

Discretionary Portfolio Management Services of leading AMC's are available on our platform.

Alternate Investments:

We undertake mandates from Ultra HNIs seeking diversification into alternate investments and provide them with opportunities covering AIF's, fulfilling the dream of owning a minority stake in unlisted companies or invest in a sector focused Private Equity fund.

Structured Products

Principal protected structured products issued by leading NBFC's and Bank's can be customized to capture multiple market scenarios.

Execution   Services

We offer multiple online platforms as well as offline mode in selected cities.

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Exclusive  Services

We provide access to exclusive services offered by specialists which are by invitation only.

• * Family Office & Succession Planning. *
• * Access to Global Financial Products. *
• * Financing for Yacht, Aircraft and Vintage cars. *