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INVESTMENT ADVISER
Financial Planning and Wealth Management

Financial Planning is a road map to achieve your life goals. A holistic financial plan gives you a true picture of your finances through which you are able to your take a journey towards a secure financial well being. Wealth Management is an inherent element of financial planning and involves chosing of right mix of asset classes which can help you achieve your financial objectives. A comprehensive approach towards your personal finance involves analysing your finances and implementing the investment strategies which represent your unique financial situation.

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INVESTMENT ADVISER
Special Needs Planning

A special needs planning involves planning for 2 generations – One for the special needs member and other for the parent. Special needs planning is integration of a comprehensive financial strategy and a legal strategy. Without this integration its difficult to provide for a secure future to the special needs dependent. The special needs planning proicess revolves around these 2 aspects – Financial and Legal . Building a team which can provide the necessary resources is important for any special needs family.

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INVESTMENT ADVISER
Estate Planning

Life can be exceedingly unpredictable, and more often than not, things don’t turn out the way you intend. Estate planning works as an exception to that rule. It’s a guaranteed fail-safe that comes to the rescue when life takes an unexpected turn! Most importantly, it ensures financial security for the family in case of an unforeseen event such as the demise of an earning member. It also helps to put an end to unnecessary feuds that have the ability to break a family in existing weak moments, as it ensures that the estate is passed on to elected beneficiaries with utmost care and as per instruction.

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INVESTMENT ADVISER
Financial Wellness programme

A Financial Planning Awareness Workshop aims at helping people understand the different areas of financial planning so that they can make smart and informed choices of money. The scope of these workshops involves understanding cash flows, investment decisions, insurance consideration, identifying financial goals and what after you?. The wellness programme thrust on managing your own behaviour while planning for your financial future. Many of these programmes includes role play to understand the real impact of the changes in yoru financial situation.

Information For You

Investor Charter

Refer our Investor Charter, as prescribed by SEBI. It contains details of service provided, Investor’s rights, dos and don’ts, responsibilities, etc.
Click here to know more.

Investor Complaints

Refer the disclosure of Investor Complaints, as prescribed by SEBI. It contains details of grievance redressal on monthly basis – updated trackers.
Click here to know more.

Audit Status

Our Regulatory Annual Compliance Audit Status,  as required by SEBI / BASL. Click here

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