SERVICES

AUTOMATED WEALTH PORTFOLIOS

We build an automated wealth portfolio for our client's preference which is managed by industry experts 24*7 to give the best results under dynamic market.

  • Mutual Fund Automated Portfolio Rebalancing System (MARS) 

  • PMS

 

MUTUAL FUNDS

We deal with various funds offered by each and every AMC. We act as a one point solution and provide you a dashboard to view all your investments in a single place - Client DeskThis helps to remove hassles and helps you to take financial decisions efficiently.

 

  • Systematic Investment Plan (SIP)

  • Lumpsum

 

Health and Insurance Services

With growing your money we also care about your health. Hence we provide various health and insurance services.

  • Mediclaim

  • Personal Accident Cover

  • Life Insurance

  • General Insurance

  • Health Insurance

 

OTHERS

We are moving forward as a 360 degree point for financial support and hence keep growing our services with each passing day. Some other services available are

  • Bonds/Debentures

  • Pan Card and ITR Services

  • Drafting Legal Will

  • Housing/Business/Personal/Car loans