Wealth Management

Wealth management is an investment advisory service that combines other financial services to address the needs of affluent clients. It is a consultative process whereby the advisor gleans information about the client’s wants and tailors a bespoke strategy utilizing appropriate financial products and services.

The goal of wealth management is to sustain and grow long-term wealth.
This service is usually appropriate for wealthy individuals with a broad array of diverse needs to manage their money and plan for their own or family’s current and future needs.

We have wide range of services for our High Net worth ( HNI ) clients.

  1. Personalized Portfolio
  2. With Minimum Investment of Rs 5 lacs

  3. Portfolio Management Services Fund from Branded AMC in India.
  4. With Minimum Investment of Rs 25 lacs

  5. Alternate Investments Fund. ( Includes Equity/Debt/Real-estate Funds )
  6. With Minimum Investment of Rs 1 crore

  7. NCD’s ( Non Convertible Debentures ), Corporate & Govt. Bonds
  8. For Fixed Income

We are empanelled with all Asset Management Companies (AMCs) for wide range of their products. This is to suggest best option as per client’s need.
  1. Aditya Birla Capital
  2. Aditya Birla Money
  3. Ambit Capital
  4. ASK
  5. Alchemy
  6. Axis
  7. Credent Asset
  8. Care PMS
  9. DHFL Pramerica
  10. Edelwise
  11. Indiabulls Asset
  1. nvesco Asset
  2. ICICI Pru
  3. IIFL
  4. Kotak AMC
  5. Karvy Capital
  6. Motilal Oswal
  7. Piramal
  8. Reliance
  9. Sundaram AMC
  10. SBI
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How can we help

    Hotline

    9922997270

    Location

    902, Empire Building, Near Andheri Ka Raja, Veera Desai Road, Andheri West – 400058

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