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