• We are Independent advisors and distributors of financial products, real estate & loans with vast industry experience and comprehensive knowledge of financial products, real estate & mortgage.
• Working with Resident and NRI clients including Business Class, Professionals, Armed Forces, Self Employed, Government Employees and employees of Corporates such as GE Capital, Evalueserve, Simon Carves, Metso Minerals, Canon, McKenzie, Genpact, Cairn India, Philips, Punj Lloyd, Cargill, Hughes, etc.
What We Do
Financial Planning
Mutual Fund Advisory – Equity, Debt & Hybrid
Insurance Advisory – Life & General
Tax Planning & Filing
Estate Planning – Wills & Wealth Transfer
Real Estate (Original bookings/Resale/Leasing)
Wealth/Portfolio Management & Advisory
Home loans (New Loans/Balance Transfer)
SME Loans
Project Financing
Documentation Management
