Trusted Wealth Managers: Expertise.Experience.Excellence

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
6. Tax-Free Guaranteed Income Plans
7. Private Equity
8. REITS & InvITs

Property Management

Home Sweet Home. Want to buy/sell properties, 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.

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

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

Medical Tourism

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?