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WEALTH MANAGEMENT SERVICES

Portfolio Management

Portfolio Management Service is a tailor made professional service offered to cater the investments objective of different investor classes. Portfolio management service provides professional management of your investments to create wealth.
Our aim is to create a portfolio that suits your requirements; therefore we will first seek to understand a client's needs and investment objectives, and on that basis offer a portfolio that best suits these needs and objectives.

Asset Management

A company that invests its clients' pooled fund into securities that match its declared financial objectives. Asset management companies provide investors with more diversification and investing options than they would have by themselves.
Asset Management includes Mutual funds, hedge funds and pension plans etc.

Financial Planning

Financial planning is a professional discipline that helps people to attain their financial goals and objectives. Financial planning is a term used to describe a variety of functions and services. This is achieved through a thorough analysis of your financial circumstances, and the development of a long-term financial planning strategy. Financial planning takes a holistic approach, taking into account your current situation and needs (e.g. your assets and liabilities) and your future objectives and goals, in order to help you make the most of your financial situation.

Investment Planning

We offer fresh ideas and comprehensive advice to suit you and your family. Our aim is to help you achieve your lifestyle goals by educating, motivating and guiding you to make the right financial decisions.
We maintain an objective, planning based approach to provide unbiased advice and tailored recommendations. Our strategies can help you better manage finances on a daily basis, improve after-tax investment results as well as protect your wealth and its transfer to the next generation.

Real Estate

We specialist for real estate and infrastructure financing as well as property development. Our activities cover the full range of financing solutions and services across the entire real estate value chain.
Our particular strength is our sustainable, holistic expertise that covers every link in the real estate value chain.

Wealth Advisory & Management

In today's scenario of multiple options and constant change, planning your financial future is becoming increasingly complex. The need for a reliable advisor, who understands your requirements and guides you with expert advice that is right for you, has never been more important.
To address client needs for income, estate planning, gift planning, generation-skipping tax planning and philanthropy, our Wealth Advisory Services group can help to craft and implement holistic wealth management solutions.

Private Wealth Management

We believe financial needs of individuals and families can be broken down into three key areas Growth, Preservation and Transmission of Wealth.