With detailed research, both conventional - professional research reports, annual reports, commercially available databases – and unconventional – poring through thousands of pages of trade publications - we have honed our skills to provide solutions which are cost-effective and viable, based on the realities of our customers' business environment. Our strength has always been this almost intuitive understanding of what our clients need and when.
Our gamut of services in the financial sector consists of business finance and personal wealth management. We offer assistance in planning & implementation in complete portfolio management, stock broking, term loans, mutual funds, bonds, demat, insurance – general & life, postal schemes, tax planning, personal finance et al.
We have tie ups with most leading brands in India such as Birla Sunlife, DSP Merrill Lynch, Deustche MF, HDFC MF Franklin Templeton, Religare MF, Mirae Asset, DWS, Canara Robeco, ING Vysya, JM Financial, Prudential ICICI, Reliance, Sahara MF, SBI, Standard Chartered, Tata MF, UTI, United India etc.
We believe in customer first approach and strive to deliver a one-stop complete financial planning for individuals and small businesses.
To find out how best we can add value to your financial goals, contact Mr. PM Shah on +91-9242 122 646 or write to pm.shah@hotmail.com