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Our range of wealth creation, wealth management and wealth protection solutions are provided through partners that are leaders in their areas of expertise. These partners enable us to provide solutions covering:

Direct Equity – through an online advisory and execution platform
Mutual Funds – investing in both Indian and international markets and across multiple asset classes
Portfolio Management Services (PMS) – across equity, debt and real estate, that are chosen through a comprehensive manager selection process. These include boutique PMS firms, asset management companies and broking houses
Bonds / Deposits – from government, semi-government and corporate issuers
Structured Products
Life Insurance plans from state and private insurers, providing risk coverage, investment and pension solutions
General Insurance plans covering health and assets
Commodities through managers investing in international and domestic markets
Trust and will creation
 
 
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