Investment Planning
- Prepare a customized investment policy
- Develop a plan based on your current and expected financial situation, risk profile, business / family objectives
- Investment strategy
Portfolio Advisory
- Build and manage portfolio
- Products - mutual funds, direct stocks, corporate bonds / debentures, AIFs, REITs and InvITs, etc.
- Regular monitoring and rebalancing
Estate Planning
- Assist in drafting wills, establishing trusts, and managing assets in compliance with regulations