Allow us to be a part of your Investing Journey.
Creation of wealth and maintaining it is about conviction and being consistent.
However Life is what happens while we are making other plans!
To get where we want to get to in time and in style we need the best of both worlds in a wealth management proposition.
Wealth Creation is the phase where 25 crores of net worth in Rupee terms is being created.
Wealth management starts after that as there is something to manage across asset classes under one roof.
To make the decision making easy for you we have the Good Life proposition.
What is it?
A top quartile based asset allocation of research backed ideas as per market cycle across Mutual Funds, Portfolio Management Schemes and Alternative investment funds. The benefit is a 3-4 percent upside over Index Funds and a 20-30 percent fall in expense ratios across the board for equity oriented opportunities.
For Exchange oriented opportunities Our firm is a progress partner with Prabhudas Lilladher-The Oldest Corporate Stock Broker in the country.
PL has the largest Stock Lending Book of 1000 crores. As per our experience calls are accurate to the degree of 70-80%.