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Portfolio Management Services
Portfolio management services are meant for high net worth individuals or institutions who want a personalized management of their finances. A team of expert professionals conduct extensive research on markets to provide a customized solution to achieve unique investment objectives. This ensures best selection of investment opportunity within an asset class and active monitoring for optimized results. Investors are provided with an all time access to track their portfolios. Our PMS offerings range across two asset classes – Equity and Debt, with multiple options for each asset class.
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FD & Bonds
Fixed Deposit aka term deposit is an instrument by which one can deposit hisher savings for a prescribed period of time with a bank. When the period of deposit elapses, the depositor is entitled to the interest on the deposited amount. In some cases, the rate of interest on fixed deposits can be as high as 9.5%!
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aadhar kit
financial planning
A financial plan is the road map for your financial life. It covers major financial areas of your life addressing aspects such as cash flow, savings, debt management, risk management, childrens education planning, taxes, retirement, estate planning, and of course, investments and a strategy for managing them. It is more than a guide. It is a written strategy that gives you a clear, pragmatic path to follow towards the accomplishment of your most important financial goals.
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