Wealth Management Solutions
We believe in having a portfolio perspective in our customised solutions for creating long term wealth for you. In doing so, we follow a detailed approach mainly consisting of :
- Evaluating Investor Objectives and Market Environment
- Developing an Investment Policy Statement
- Determining the Asset Allocation Strategy
- Measuring and Reviewing Portfolio Performance
- Regularly monitoring investor objectives and market condition
We intend to have a combination of strategic and tactical asset allocation in designing you portfolio.
We offer :
- Mutual Funds
- Direct Equity
- Bonds
- Portfolio Management Services
- Alternate Investments
- Contingency Planning
- NRI Advisory
- Real Estate Advisory