Strategic Growth for Seasoned Professionals

Affluent Class

Affluent Class

Having achieved financial stability, it's time to make your wealth work for you. With investments of ₹50 lakhs and above, our tailored solutions help expand, optimize, and secure your wealth for future aspirations. Whether it's Portfolio diversification, Risk appetite, Income generation or Retirement planning, our distribution model ensures your assets grow with market opportunities.

Why It Matters

Optimized investment planning can lead to significant tax savings, enhancing overall returns.

A well-balanced portfolio can outperform inflation, preserving real wealth.

Diversified investments can lower risk exposure while maintaining returns.

Key Offerings

Expert-Managed Growth

Portfolio Management Services (PMS) & Mutual Funds

Advanced Market Instruments

Derivatives (Futures & Options), Commodities, and Currency Investments

Secure Fixed Income Options

Corporate Fixed Deposits, Sovereign Gold Bonds, NCDs, Market Linked Debentures

Exclusive Bonds Suite

High-Yielding Secondary Bonds, G-Secs, T-Bills, Tax-Free Bonds, Capital Exemption Bonds

Wealth Planning for Retirement

National Pension Scheme (NPS)

Tailored Lending

Home loans, Loan Against Property (Residential, Industrial or Commercial) Loan Against Security, Personal & Business Loans

Exclusive Benefits

Start small, grow big.

Optimize returns with tax savings.

Spread risk across different asset classes.

Adjust investment amounts with evolving financial situations.

Access the best lending fit beyond traditional banks, saving on interest costs.

How We Work With You
Financial Profiling &
Risk Assessment

Understanding your financial DNA.

Portfolio Structuring &
Strategy

Aligning investments with growth objectives

Ongoing Monitoring & Adjustments

Ensuring consistent performance.

Integrated Growth
Approach

Align investments and credit exposure for optimal wealth expansion.