OUR WEALTH MANAGEMENT SERVICES INCLUDE:

-  Professional financial planning exercise done at the start of the relationship and execution.
-  Financial advice provided in person during the lifelong relationship.
-  A full-fledged annual review of the objectives, plan and achievements of the financial exercise.
-  Regular monthly updates of the investments.
-  Recommendation for switches/exits.
-  Warnings of events, which warrant corrective action.
-  Operational support, like pick up of forms and cheques, courier and telephonic support
    for all financial transactions.
-  Operational execution of stock transaction.
-  Investment-related Tax planning includes:
    ·         Advice and recommendations. 
    ·         Operational assistance for execution. 

We believe in spending quality time helping potential clients to obtain clarity about what is important to them, helping them define their goals and benchmarking reality to create a comprehensive financial plan. Once we understand your financial needs, we then apply our planning and management processes to assist you in aligning strategies with your identified requirement. Subsequently we develop clear and measurable financial objectives and guidelines, resulting in a portfolio emphasizing performance, which would also indicate your Risk Tolerance.

Along with …… 

• Clearly defined Advisory Models with a holistic approach 
• Dedicated team for client servicing 
• Experienced Professionals from Equities, Fixed Income and Mutual Funds 
• Offering portfolio tracking, customized reports, information Alerts and Event Triggers.