Services for Individuals
Never Depend on Single Income. Make Investment to Create a Second Source.
-Warren Buffet

Insurance

Life (term, whole life, endowment, money back etc.), Health (with value added features like global coverage, dental, OPD etc.), personal accidental

Tax Planning

Tax compliance, litigation, regulatory approvals, structuring etc.

Investment Funds

Mutual funds, portfolio management services, alternate investment funds, foreign funds of funds

Unlisted Equity

Invest in shares of companies before they go public

Fixed income

Capital gains bonds, debentures, corporate FDs and fixed maturity plans

Real Estate

End to end support for pre and post transaction including buying, selling, renting, leasing or co-investing

Legal

Credible legal opinion to resolve disputes, plan legal heirship, draft & vet contracts, deeds etc.

Debt Refinancing

Refinance your debt at the best rate of interest

If you wish to inquire about any of our services, please feel free to contact us. Our dedicated relationship manager will be happy to assist you.