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innovate and grow
In our organisation, our mission is to provide our clients with the comprehensive, competent, customised and classy best solutions in wealth creation and wealth management areas. We are driven to provide clients with simple, unbiased and uncluttered professional advice that adds value to their quality of life and results in actionable solutions.
Our Vision
Our dedication and the passion to excel have set us on the path to be one of India’s premier financial advisory companies, offering solutions for wealth enhancement & preservation, investment management and ancillary financial services solutions to affluent & high-net-worth clients.
Our Mission
The mission to provide clients with customized, sophisticated financial strategies and solutions for organizing and integrating all of their investment objectives, and to specialize in offering asset, debt, and risk management strategies integrated into one seamless financial solution.
What We Offer
Mutual Funds
We have all the mutual fund schemes on offer by virtually all the Asset Management Companies (AMCs) in the country. As a client, you can access any scheme with us, either in physical mode or even in a demat /stock-exchange mode with Trading Account services.
Capital Market – Direct Equity & ETFs
We also offer our clients with NJ E-Wealth A/c services through one of the India’s leading & highly reputed distribution houses. With the same you will have easy access to capital market products of direct equity stocks and Exchange Traded Funds (ETFs).
Fixed Income Products
We also offer clients with diverse fixed income products, namely Non-Convertible Debentures (NCDs), Infrastructure and RBI Bonds, Company Deposits, etc. from some of the leading companies, institutions in India.
Portfolio Management Services (PMS)
We offer Portfolio Management Services (PMS) strategies with direct equity and mutual funds as the underlying products from the leading PMS providers in India. Some of our PMS strategies are exclusive in the market which can only be subscribed through us.
Real Estate
In addition to financial products, we also offer access to real estate properties as investment opportunities to our clients. Few of our products are exclusively offered by us in the market.
Insurance
Experience quality risk advisory and management services with our insurance solutions. We offer the best of risk management advisory available in insurance Associates.
Why Choose Us
Client Centric Approach
Rich Product Basket
Focus on Customer Satisfaction
Value Added Services
Right Experience & Skills
Driven by Passion
Recent News
Navigating the Sea of Mutual Funds: A Guide for Savvy Investors
Introduction: Mutual funds have long been a popular choice for investors looking to diversify their portfolios and potentially achieve their financial goals. Whether you're new to the world of investing or a seasoned pro, mutual funds offer a range of benefits that...
Comparison and Benefits Of Mutual Funds
There are several benefits to investing in mutual funds: Diversification: Mutual funds allow you to diversify your investment portfolio by investing in a variety of stocks, bonds, or other securities within a single fund. This can help to reduce risk by spreading your...
The Power of Dollar-Cost Averaging: Building Wealth, One Investment at a Time
Introduction: Building wealth through investments is a goal many of us aspire to achieve. However, it can be intimidating to dive into the complex world of stocks, bonds, and mutual funds, especially if you're new to investing. Fortunately, there's a strategy that can...
