Our Segment Based Financial
Solution
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Personalised, risk based customised goals and products.
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IT & ITES Segements employees - Risk & Goal Based
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Govt & Public Sector employees - Age & Income Based
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Banking, Financial & Insurance Sector employees - Agile Investment schemes
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Professionals (Dr, Engineers, Lawyers & Architects) - Profession oriented goals
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Healthcare & Manufacturing Sectors - (Fixed Income Plan with risk coverage)
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Religious institutions & Charitable endowments - (Fixed Income plan with capital risk coverage)
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Student Community - (Aspirational theme based higher education goal based investment)
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Home Maker - (Micro saving based secured monthly future income plans)
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NRI - Golden Harvest Goal based themes
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HNIs - Tailor made plans based on target goals
Transforming the Way you invest
Our Goal Based advisory services are designed to achieve maximum returns to the investors considering the factors like Impartial Guidance, Risk profile, Surplus available and Choice of Asset class.
Get In Touch
If you have any questions or suggestions, don’t hesitate to get in touch with us.