OUR SERVICES
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Financial Planning
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Mutual Funds – Equity, Debt & Hybrid
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Insurance – Life & General
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Tax Planning & Filing
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Estate Planning – Wills & Wealth Transfer
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Real Estate (Original bookings/Resale/Leasing)
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Wealth/Portfolio Management & Advisory
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Home loans (New Loans/Balance Transfer)
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SME Loans
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Project Financing
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Documentation Management
Our Customised Service Offerings
Do It Yourself
(DIY)
Suitable for individuals who want complete control and understand where they want to invest. We provide access to simple to use multi-product platform to transact online without any human intervention.
Get Expert Advice
We will prepare a comprehensive financial plan and work with you to achieve your short and long term financial goals. The objective of this approach is to use our expertise and help you take informed decisions.
Inclusions
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Risk Profiling
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DIY Financial Tools
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Asset Allocation based on risk profile
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Goal-Based Investment Planning
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Tax Planning
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Multi-Product Platform
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Digital Transactions (Desktop & App.)
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Periodic Portfolio review & rebalancing
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Online Support
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Support on Phone Call
Inclusions
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Customized Financial Plan
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Risk Profiling
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Asset Allocation based on risk profile
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Goal-Based Investment Planning
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Tax Planning & Filing**
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Dedicated Relationship Manager
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Periodic Financial Plan review
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Online & Offline transaction support
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Multi-Product Platform
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Portfolio Dashboard (Desktop & App.)
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Periodic Portfolio review & rebalancing