Services

Financial Planning

Financial planning is a comprehensive evaluation of an individual's current pay and future financial state by using current known variables to predict

Portfolio Review

We discuss what are the objectives of your investments and evaluate with them against an appropriate benchmark suitable for your portfolio.

Retirement Planning

We help you build a plan for a steady stream of money after retirement. It entails setting aside funds and investing specifically with that goal

Portfolio restructuring

Portfolio restructuring is a specialist initiative undertaken to reorganize your financial assets in order to make the most beneficial environment

Goal-Based Planning

Goals-based planning is the process of helping our clients prioritize their financial goals and determine the optimal plan to fund them.

Tax Planning

Tax planning is the process of analysing a financial plan or a situation from a tax perspective.

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 Fund

We have all the mutual fund schemes on offer by virtually all the 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 Trading Account services.

• Equity Funds

• Balanced Funds

• Debt Funds

Capital Market

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).

• Equities

• Debt Instruments

• Preference Share

Fixed Income

Fixed income is an investment approach focused on preservation of capital and income. It typically includes investments like government and corporate bonds, CDs and money market funds.It offer a steady stream of income with less risk than stocks.

• Corporate Bonds

• Certificate of Deposits

• Treasury Bonds

Portfolio Management Services (PMS)

We offer PMS strategies with direct equity and mutual funds as the underlying products from the leading PMS providers in India. Our PMS strategies are exclusive in the market which can be subscribed through us.

• Aggressive

• Defensive

• Hybrid

Insurance

Experience quality risk advisory and management services with our insurance solutions. We offer the best of risk management advisory available in insurance.

• Life Insurance

• Health Insurance

• Car Insurance

Bussines Financial Planning

We also provide bussiness financial planning in which create a comprehensive portfolio for the bussiness which help with them in their operation and also in emergency