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Who can choose us?

  • Trusts
  • Corporates
    • HUF Accounts
    • Individuals - Resident & NRIs
    • PIO (Persons of India Origin)
    • Investors following

Principles of Jainism
 Shariah Law

How can you benefit?

Globalized economy has altered the market ecology and hence further complicates the decision making process. The rate of economic, political and technological change has been accelerating leading to compressed business cycles and volatile stock markets.

In such an environment, Investors can immensely benefit by having a professional and trustworthy expertise to manage their wealth.

Who are patronising us?

Our comprehensive wealth management approach comes handy to affluent investors from different geographies & professions.A large segment of our wealth management clientele includes,
  • Resident HNIs 
  • Non Resident Indians
  • Chartered Accountants
  • Doctors
  • Sea Farers
  • Pilots
  • Technocrats 
  • Business men

Portfolio Management Services

Portfolio Management is a SEBI regulated investment management service. Based  on the risk profile of the investor, a team of portfolio managers constructs a suitable portfolio in order to manage risks and generate capital appreciation.

 

Life Insurance

Invariably, individuals are either under-insured or over-insured. Our Endeavour is to ensure that our patrons are correctly insured based on their personal profile.

 

 

Transaction Platform

Investors from time to time feel the need to have one financial broker to transact in various financial products. We offer transaction platform for all financial products under one umbrella.

 

 

Wealth Management Services

Wealth Management is a holistic and integrated approach to managing personal finances. It is designed to create, grow and protect wealth. It is a customized, comprehensive and hassle free way to manage savings.

 

Commodity

Historically, Indian Society has the tradition of preserving a certain part of their savings in precious materials like GOLD,SILVER etc.

 


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Western Region

9, Yashodham Complex
Film City Road
Goregaon (E)
Mumbai - 400 063
Maharashtra
Tel: +91 22 2849 1221

Southern Region

2nd Floor, Mayyeri Arcade
Tazheppalam
Tirur
Kerala - 676 101
Tel: +91  494 301 2181

Eastern Region

10, Deendayal Bhavan
2nd Floor
Janpath
Bhubhaneshwar - 751 009
Orissa.
Tel: +91 674 253 3601

Overseas Address

Overseas Address