To be the most trusted and respected financial services company.
To grow our Clients’ Assets to Rs.100 Billion, by beating the markets in the long term through risk-adjusted and time-tested solutions.
1. Passive Income
Tailored for Retirees and Salaried Professionals who want retirement or supplementary income to sustain their lifestyle.
A tax efficient solution, designed to provide a steady monthly income stream for clients, to sustain their standard of living while protecting the initial capital invested for the target duration. The solution is designed for significant tax savings vis-a-vis the conventional products used for income such as Fixed Deposits, Post office savings and real estate, for clients in the higher tax brackets.
2. Capital Growth
Tailored for important financial milestones such as Child Higher Education, Home Purchase and Retirement.
We follow a systematic process of portfolio allocation, monitoring and re-balancing for every client. The process ensures that we are always on top of your portfolio while you are busy with your life, so that corrective action can be taken in time, in the event of a market meltdown or fundamental changes in the portfolio constituents.
3. Capital Preservation
Tailored for Pre-Retirees, Retirees, Businessmen and Doctors.
A conservative investment solution, designed to prevent capital loss, beat inflation via nominal capital appreciation and most importantly, provide immediate cash flow for emergencies and short-term income needs. This solution is tailor made for pandemic like scenarios where your income flow is impacted due to sudden demand and/or supply constraints and especially for clients who retire within the next 5 years.
Key Result Areas
Key Financial Targets of Our Clients
(35 to 45 years of age)
- Capital Growth
- Children Education
- Home Down Payment
(45 to 55 years of age)
- Passive Income
- Child Education
- Home Loan Prepayment
(Over 55 years of age)
- Retirement Income
- Legacy Corpus
- Medical Corpus