An investment may be very successful but for the investor to be successful he needs to have invested the right amount in the right investment and at the right time! A successful investment and a successful investor are not one and the same thing. Which is why a personal financial advisor brings tremendous value to planning your investments, choosing the right investment funds and evaluating them correctly.Fixed Deposits are one of the oldest and most common methods of investing. When it comes to assured returns, choosing the right type of savings scheme makes all the difference. Fixed Deposits let you make the most of value-added benefits as you create wealth at low risk.We strongly believe in multiple investment options. We personalize in Client-Centric approach. Our Motto is “More The Options More The Returns”.Our multiple investment strategies would be -
DIRECT EQUITY INVESTMENTS
We go with equity ideas and execution of direct equity investment decisions. Our equity specialists proactively research the most performing stocks and take decisions in order to build a healthy equity portfolio.The investment criteria we use to judge includes a combination of global and domestic macro-economic analysis and thorough fundamental research. Our research evaluates the fundamental financial strength of companies, sectors and investment themes.
EQUITY MUTUAL FUNDS
Our in-house research team picks the right funds in alignment with your long term financial objectives. Our investment criteria’s include the stature and track record of the fund, the fund house and the fund manager.
Equity derivative is a class of derivatives whose value is at least partly derived from one or more underlying equity securities. Options and Futures are by far the most common equity derivatives.
Commodity derivative is a class of derivatives whose value is at least partly derived from one or more underlying commodities like Gold, Silver, Cruide Oil etc. Options and Futures are by far the most common commodity derivatives.
Buying and selling of a security within a single trading day. With proactive strategies developed by our experienced analysts, we enter and exit trades with pinpoint accuracy.
Bonds are the debt securities issued by Government, semi- Government bodies and public sector financial institutions and companies. Debentures are the debt securities issued by the private sector companies.
Tax advisory and Planning
We provide tax advisory services and can help you minimise your tax exposure and highlight the risks presented by constantly evolving and increasingly complex legislation.Drawing on our knowledge and understanding of tax regimes in India and around the world, we offer timely information and independent advice.Through legitimate planning, we consider issues that arise within specific types of tax, as well as the tax implications of a new project, or a change to the business.We work with dynamic companies and provide tax advisory to develop bespoke tax-planning strategies suitable for their specific business structure, and our solution-oriented approach is designed to help clients understand and minimise the tax challenges that businesses face.
If your business requires additional financing for expansion or capital investment, we are able to provide access to our extensive network of banking and financing contacts, who will be happy to discuss your financing needs and locate the right funding on the best terms for your business.