Investment Planning

• Mutual Funds- Equity, Debt & Hybrid
• Portfolio Management Services (PMS)
• Traditional products- Real Estate & Gold
• Debt products- Corporate NCDs and FDs
• Art
• Alternate investments like REITs, Private Equity Funds, Structured Products, Managed Futures etc.

Risk Management & Insurance Planning

• Life Insurance- Child plans, ULIPs, term plans etc.
• General Insurance- Health cover, Auto Ins, Home Ins etc.

Retirement planning

• ULRPs, PPF etc

Tax Planning

• Investments are recommended after studying tax implications

Estate Planning

• helps the client control the distribution of his estate
  • Tax efficiently
  • By preparing a will
  • Using trusts
  • Debt Management