This is an exclusive service for High Net worth Individuals (HNI’s) and Non- Resident Indians (NRI’s). Services Include:

 

bullet   Assessment of current financial status
bullet   Ascertaining the risk appetite
bullet   Drafting Financial Plan factoring Financial Goals
bullet   Execution of Financial Plan through an Investment strategy
bullet   Advice on wide range of Financial Products like Equities, Bonds, Mutual Funds, Insurance and Structured products
Periodic portfolio assessment
bullet   Monthly reporting of investment statements & performance tracking
bullet   Year end reports for Tax filing.