| Mission Statement |
| To provide customized Financial Advisory services and to facilitate Transaction processing of Financial products, in alignment with our recommendations, with the ultimate aim of helping our customers achieve their financial goals and aspirations. |
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| Values |
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Integrity |
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Quality |
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Excellence |
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Knowledge |
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Relationships |
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| What is our Business |
| Products |
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Mutual Funds |
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Life Insurance |
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Health Insurance |
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Property Insurance |
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Liability Insurance |
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Marine Insurance |
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Portfolio Management Schemes |
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IPOs |
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Bonds |
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Fixed Deposits |
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| Services |
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Wealth Management |
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Financial Planning |
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Retirement Planning |
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Portfolio Audit |
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Transaction Processing |
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Estate Planning |
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| Strategic Tie-ups & Partnerships |
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ICICI PRUDENTIAL LIFE INSURANCE CO LTD |
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RELIANCE LIFE INSURANCE CO LTD |
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BAJAJ ALLIANZ GENERAL INSURANCE CO LTD |
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APOLLO MUNICH HEALTH INSURANCE |
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MUTUAL FUNDS- ACROSS THE BOARD- ALL FUND HOUSES |
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iFast Financial |
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EDELWEISS CAPITAL |
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HDFC DEPOSITS |
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| Clients |
Our customer base includes -
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Retail Investors |
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NRIs |
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HNIs |
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Professionals |
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