Trusted Wealth Managers: Expertise.Experience.Excellence
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Investment Management

Do not put all your eggs in one basket,
Let your money work for you.

1. Equity and Derivatives
2. Mutual funds
3. Portfolio Management Services 
4. Fixed Deposits, Bonds
5. Unlisted / Pre IPO shares
 

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Property Management

Home Sweet Home. Want to buy/sell/maintain property, invite prosperity? Then discover our new speciality. Let’s achieve this wonderful accomplishment with exceptional property management services that we provide.

1. Buying and selling of properties.
2. Arrangement of Bank Loans.
3. Lower TDS certificate.
4. Property Maintenance services.

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Insurance Management

Misfortunes don’t come over with prior information; they just ruin you leaving with sorrow. Prevention is better than cure. Why wait to meet your fate, don’t you think it’s too late?

1. Retirement Pension
2. High value Life insurance  in US$
3. Life & Health insurance 
4. Married Woman  Property Act
5. Keyman insurance 
6  Credit Risk, Factory insurance

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Income Tax Planning

Get goose bumps when you think about income tax? Relax, we are here to help you out.

1. For NRIs 
2. Resident Indians 
3. Income tax returns  filling 
4. Application of PAN card

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Travel arrangements

Waking up with the sunrises and admiring the sunsets, we desire to take days off to invest time in strengthening relationship with our loved one.
Job fills your pocket but adventures fill your soul, explore the world with us.

1. Foreign / India holiday
2. Pilgrimages tours
3. Domestic travel for family

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Medical Concierge Services
1. Looking for best Doctors, best hospital and cost effective treatment?
2. Not finding an early appointment for outpatient?
3. Worried about long waiting time for major surgeries?
4. Worried about parents or children living in India while working overseas?
5. Worried about insurance claims settlement?
6. Require medicines & laboratory tests at discounted rates?

THEN YOU HAVE ARRIVED AT THE RIGHT PLACE TO AVAIL OUR CONCIERGE SERVICES AT AN AFFORDABLE COST

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Advisory And Legal assistance

1. WILL Drafting and registration
2. New Business Setup
3. Trust formation

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Global Solutions

 

1. Universal Life, Critical illness in US $
2. Equity in US $
3. Real Estate
4. Citizenship & Residency
 

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Education Counselling

Education isn’t a luxury but a necessity. Each one of us possesses the rights to the different freedoms of expressing their thoughts. However likes, dislikes location and interests matter.
Confused about which school, stream or subjects to choose from?

Then lets come together to educate youth to make this world a better living place :
 

1. Career planning

2. Assist in College/School selection 

3. Migration documentation

4. Education financing

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Loans
  1. Secured Loans
  2. Unsecured Loans
  3. Loan Against Property
  4. Loan against Mutual Funds
  5. Business Loans
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