Our Services

Comprehensive investment and wealth management services designed to help you achieve your financial goals with confidence and peace of mind.

Portfolio Management

Professional investment management tailored to your financial goals and risk tolerance.

Key Features:

  • Diversified Investment Strategy
  • Regular Rebalancing
  • Performance Monitoring
  • Risk Management

Minimum Investment

₹25 Lakhs

Fee Structure

1.5% - 2.5%

Wealth Planning

Comprehensive financial planning to help you build and preserve wealth over the long term.

Key Features:

  • Goal-Based Planning
  • Retirement Planning
  • Estate Planning
  • Insurance Review

Minimum Investment

₹10 Lakhs

Fee Structure

Consultation Based

Risk Assessment

Thorough analysis of your risk profile to optimize your investment strategy.

Key Features:

  • Risk Profiling
  • Stress Testing
  • Scenario Analysis
  • Risk Mitigation

Minimum Investment

₹5 Lakhs

Fee Structure

₹25,000 - ₹50,000

Tax Optimization

Strategic tax planning to maximize your after-tax returns and minimize tax liability.

Key Features:

  • Tax-Loss Harvesting
  • Asset Location
  • Tax-Efficient Investing
  • Compliance Support

Minimum Investment

₹15 Lakhs

Fee Structure

0.5% - 1.0%

Why Choose Our Services?

We combine decades of experience with cutting-edge technology to deliver exceptional results.

Proven Track Record

Over 20 years of consistent outperformance with average annual returns of 15.2%

Personalized Approach

Dedicated relationship managers and customized strategies for each client's unique needs

Regulatory Compliance

SEBI registered and fully compliant with all regulatory requirements for your peace of mind

Our Process

A systematic approach to understanding your needs and delivering exceptional results.

1

Discovery

Understand your financial goals, risk tolerance, and investment preferences through detailed consultation.

2

Strategy

Develop a customized investment strategy and financial plan tailored to your specific needs.

3

Implementation

Execute the strategy with careful attention to timing, allocation, and risk management.

4

Monitoring

Continuous monitoring, regular reviews, and adjustments to ensure optimal performance.

Ready to Get Started?

Schedule a consultation to discuss which services are right for your investment goals.