Technology

• A comprehensive web based technology platform for financial planning and Client management
• Comprehensive Online systems for placing orders- Mutual funds, Portfolio Management Services and Equities
• Web enabled Client Access – portfolio statements and reports
• Cutting edge services and support

Investment Resources

• Resources of a respected financial services house with leadership in Portfolio management and
• Institutional Broking services
• Proprietary and Non-Proprietary Range of Products
• Equity, Mutual Funds, P.M.S, Structured Products, Real Estate & International products
• Special Services like Art Advisory, Tax and Estate Planning (including trust services)
• Access to best in class research on equities and mutual funds
• Financial Planning services that encompass retirement, children’s education etc

Sales and Marketing Support

• Marketing expertise to set-up your practice
• Lead Generation / Client Events
• Support of specialists in customer calls

Professional Growth

• Educational Conferences
• Training Programs – CFP, Internal Certification, School of Life
• E-learning programs
• Interaction opportunities with Fund Managers and Industry Experts

Partnership choice

• Various platforms to chose the way you want to work with us
• Choose the structure of your relationship with us
• Change your affiliation platform as your business evolves

Transition Support

• Support in registration, operations, and compliance while setting up the business
• Helping with the office infrastructure

Please communicate your interest by email