We offer

Services

Portfolio Management Services

This is our core and main service product, which we offer to our member / clients.

Currently we operate this service in two different model. With Risk Underwriting and with our Risk Underwriting.

I) Client share full profit on first 8% return (rate base on risk free interest rate), there after 2% Management fee p.a. charged quarterly, above it 80-20% sharing on rest of profit. Return are calculated on annual base
II) Loss Underwriting linked to profit sharing ratio. (Subject to max 50:50 ratio) with commitment of Funds for 3 yrs. Profit / Loss adjustment every year. In this case we under write Risk for Client / Member up to extent to profit sharing ratio.

For detail information and consultation you can request meeting from Contact Us section.

Broking & Mutual Funds

We provide Broking service for Equity, Derivative & Commodity Trading at every competitive rate. We also facilitate investment into Mutual Funds for our member without any extra fee.

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Investment Advisory & Financial Planning

We also offer personalize Investment & Financial Planning to our member / client according to their customize need. We believe every individual is unique and his need to be address in much personalize way after considering his Risk , Assets & Labiality profile.

We create and manage personal financial plan for our member for short term to long term goals in professional way.

Structure Product & Index Link Instrument

We do designee personalize & unique structure product for you, with mix of derivative and fixed income instrument. client can avail product like Capital Protection Note : which give upside of equity along full safety of capital. Please feel free to get in touch with us for further information.

Tax & Accountancy Service

We have sister concern Chartered Accountancy registered firm which specialized in Auditing & Taxations aspect of Personal Financial investment and also it have wide area of experience for Auditing and Taxations of Pvt. Ltd. firms.

Currently we do provide all necessary reports to our member - client for tax filing free of charge every year