Our institutional services team provides personalized and proficient wealth management services to organizations. It is a well-planned squad of specialist that provides exclusive services to major corporations, government entities, unions and nonprofit establishments. We have presence in all the metros in the country with an annual mobilization of over Rs.10,000 Crores.
We enjoy the patronage of over 1,000 quality relationships with an AUA (Asset under Administration) of 3,000 Crores. Dedicated wealth manager will carefully assess the organization's objectives and will help in developing investment policies appropriate to the goals and risk profile of each portfolio. It will include identification of a customized solution that best matches the objectives and risk constraints involved. It will be our continuous endeavor to monitor your portfolio and provide you with regular reports and market updates.
We extend our services in the following areas:
Corporate Insurance and Risk Management Consultative
Resource Mobilization through Equity/Debt Placement
Financial Assessment Services
Provident Fund Investments