Comprehensive Financial Services for Individuals & Businesses
| Category | Products & Services | Key Features/Benefits |
|---|---|---|
| Financial Planning | • Online Financial Planning (India & Global) • Tax Planning & Filing • Estate Planning (Wills/Wealth Transfer) | Goal-based strategies Cross-border expertise Legacy protection solutions |
| Investment Advisory | • Mutual Funds (Equity/Debt/Hybrid) • Portfolio Management • Wealth Management Services • AIFs & SIFs | Unbiased fund selection Regular rebalancing Risk-aligned strategies |
| Insurance Solutions | • Life Insurance Advisory • General Insurance Advisory • Health & Pension Plans | Comprehensive coverage analysis Claims assistance Family protection focus |
| Real Estate | • Primary Bookings • Resale Properties • Commercial Leasing | Developer partnerships Legal verification Rental yield optimization |
| Credit Facilities | • Home Loans (New/Transfer) • SME Business Loans • Project Financing | Competitive rate sourcing Quick approvals Custom repayment structures |
| Specialized Support | • Documentation Management • Transition Planning • Emergency Preparedness | Paperless processing Life-stage guidance Family continuity assurance |
Why Us
• We are independent financial &real estate advisors – We help you implement and achieve your financial goals
• We are recognized expert – many large corporate customers in NCR and India utilize our services.
• We are working to help you with customized solutions such as:
– Financial planning – how to prepare for a better life in the future
– Loan Health Review – New Loans/Current Loans & Balance Transfers
– Real Estate Planning – how to manage your realty portfolio i.e. plan entry & exit.
Why are our services important?
• We will share good financial habits that will lead to wealth creation
• People are busy – no time to take care of paperwork and admin
• Proper & periodic tracking and reporting of facts & figures to give a correct update on the status of investments and portfolio
• Provide proper guidance & hand holding till the expected task is not complete
Benefits
We offer our privileged clients Freedom from worries, no matter what the state of economy or markets
– Offer Solutions after understanding a person’s short and long-term goals
– Describe strategies to achieve them
– Identify obstacles that might need to get eliminated
Why should you use our services?
EXPERTISE: We are recognized as an expert. You will always get answers to your complex and unique questions.
UNBIASED ADVICE: We are not tied to any one company – the best way to be customer-centric. You always get honest advice at all times, no conflict of interest.
ONE-STOP-SHOP: Different products from different companies, so customers have the best choice. You don’t have to run around, we do the running for you.
PARTNERS: LIC, HDFC, ICICI, SBI, Birla Sunlife, Kotak, Standard Chartered, DLF, IREO, & (Many More). You get world class products and India’s leading financial brands