Investment Management

Introduction

Our Investment Managements services focus on independent discretionary and advisory investment management as well as comprehensive financial advice, including inheritance tax and protection planning.

  • Our integration with Wealth Plan helps to ensure that you investments are managed with your entire financial picture in mind.
  • Investment of Capital Gain money within the framework of Indian Income Tax Act.
  • To provide Assistance for purchase and sale of Shares, Securities, Units of UTI and other Mutual Funds, including investment in Private companies, Partnership Firms and Proprietorship organizations.
  • Develop and present investment recommendations and/or alternatives.