CIN: L17121M2011PLC213451
022 - 62166999

Our Products and Services

We are Services Company with “product like approach” to services. Our product and services portfolio are classified as follows:

Porfolio Management Services
(Non Institutional)
  • Discretionery Profolio Management
  • Non Discretionery Portfolio Management
  • Investment Advisory (Fee Based)
  • Research Services (Fee Based)
Personal Finance Advisory

  • Financial Planning
  • Estate Planning
  • Succession Planning
  • Personal Tax Advisory
Institutional Asset Management

  • Discretionery Fund Management for FIIs, FPIs, Domestic Investment Funds
  • Non Discretionery Fund advisory
  • Reserach Services (Fee Based)
  • Corporate Treasury Services