OUR RANGE OF PRODUCTS

MUTUAL FUNDS

Mutual fund as an investment product has many advantages. 

• Choice of investment options for different investors with varied investment needs 

• Debt funds are for regular income catering to a risk-averse investor 
• Equity funds are for capital growth catering to a medium to aggressive investor. 
• Professional Management & Risk Control 
• Liquidity 
• Convenience 
• Transparency 
• Tax Benefits 

We would help in choosing the right fund house and the best suitable scheme or combination of Schemes based on the investment objective & risk profile of the investor.

RISK MANAGEMENT

One needs to have insurance, so that your family can continue to avail the same benefits and fulfill their dreams even in case of an unfortunate eventuality.

• A range of insurance tools allow us to help you select the product for your needs, starting from obtaining a low cost term insurance to retirement solutions, investment plans, education plans, pension plans and other customized plans. 
• The Unit-linked Plans or the Investment Plans give clients an option to choose the risk exposure, which decides their returns from the Insurance Policies. ULIP distinguishes itself through the multiple benefits that it provides to the consumer.The plan is a one-stop solution providing: 
• Life Protection 
• Investment and Savings 
• Flexibility 
• Adjustable Life Cover 
• Investment Options 
• Transparency 
• Options to take additional cover against death due to accident 
• Insurance Plans, if carefully chosen and managed can become a powerful tool to eliminate your risk and ensure that your assets are left intact for the beneficiary. 

 EQUITIES

Crown proactively helps you take informed equity investment decisions and build a healthy portfolio. The advisor keep a close watch on the performance of each stock in your portfolio and suggest changes as and when there is a significant trend reversal or deterioration in a company's performance. This is to help you reach your investment goal. The Equity Advisor doesn’t stop at just that, he goes a step further to ensure that your trades are settled and stocks credited in your Demat account in a timely manner. This allows us to give you a convenient single window service and Crown becomes the single point contact for all equities related matters. Our investment ideas are result of intense focus and analysis of Research and Strategist desk, which is managed by highly qualified and experienced professionals.

TAX PLANNING AND LEGAL SERVICES

We also provide various services relating to your taxes and planning for the same to make sure that your tax outflow remains at lowest level. Our range of services in taxes includes:

• Compliance (Tax Returns, Appeals, TDS etc.)
• Corporate and Individual Taxes
• Tax Advisory Services
• International and Domestic Tax Planning
• Designing tax-efficient pay-packages for executives. 
• Liaison with attorney’s abroad with regards to International taxation
• Services related to withholdings taxes

 FIXED INCOME

To create a diversified, tax-efficient investment plan that addresses capital preservation, current income, and capital appreciation with an array of portfolio products, Crown WMS includes a variety of fixed income products in clients portfolio, which also ensures efficient portfolio diversification. 

IPO’s

IPO’s, in recent history have become a very important tool in financial plan as it can create phenomenal returns on investments. Our range of services also includes providing clients with recommendations on IPO investments and undertaking all the operational formalities relating to the same.

LIABILITY MANAGEMENT

We also provide various recommendations on managing your liabilities and debts. Our range of services in liability management includes

·         Reviewing your existing liabilities and advising on restructuring the same.

·         Recommending loan requirements according to the need of the plan.

·         Ensuring that the debt component in the portfolio is maintained at reasonable level.

STRATEGY ON ESOP VESTING AND EXERCISE

Our range of services also includes strategies on handling client’s ESOP’s and vesting and exercise.