Offering

Trusted Partner

Your financial goals deserve the right edge.

Our Offering ~ Product Basket & Client Services

PRODUCT BASKET

Having an adequate product basket across different assets classes, risk profiles and by different companies is very crucial to offer holistic, unbiased and need-based structured solutions or strategies to clients. We proud ourselves in providing our clients with a single point, unrestricted access to a rich basket of growing financial & non-financial products.

MUTUAL FUNDS

We have all the mutual fund schemes on offer by virtually all the Asset Management Companies (AMCs)…

capital Market

We also offer our clients with NJ E-Wealth A/C services through one of the India’s leading & highly reputed…

Insurance

Experience quality risk advisory and management services with our insurance solutions. We offer the…

Fixed Income

We also offer clients with diverse fixed income products, namely Non-Convertible Debentures (NCDs)..

Portfolio (PMS)

We offer Portfolio Management Services (PMS) strategies with direct equity and mutual funds as the underlying…

Alternative Investment Funds

AIFs in India are categorized into three types by the Securities and Exchange Board of India (SEBI)

Client Services

We understand that merely having a rich product basket is not enough for our valued clients. What clients really need is a holistic platform for an entire family (or an organisation) to record, report & manage a comprehensive portfolio of holdings into multiple financial products. We are proud to offer the following highly acclaimed services to our clients.

Client Desk (Wealth Management Desk) :

The Client Desk is a premium offering for our clients which consolidates entire wealth/portfolio information, covering every major financial /non-financial product, for an entire family or an organisation. The access to the Client Desk is given through a highly secured, unique login-id and password to every client. The information inside the desk is updated on a daily basis and all transactions done through us are automatically updated so that clients need not make any entries. The Client Desk empowers you by keeping you updated & informed, anytime anywhere – through online access or through a mobile application. The information inside the desk is updated on a daily basis and all transactions done through us are automatically updated so that clients need not make any entries. The Client Desk empowers you by keeping you updated & informed, anytime any where – throgh online access or through a mobile application.