A comprehensive review of your current wealth based on your investment objectives, future aspirations and risk profile. Those looking to maximize returns on their assets would be assisted in executing transactions, and receive periodic updates on portfolio performance.

An existing portfolio snapshot first depicts your portfolio allocation at asset level

Then, ideal portfolio recommendations are made for recommendations within each asset class

A detailed action plan is then made to restructure existing holdings to get the ideal portfolio over time

A comprehensive review of your current wealth based on your investment objectives, future aspirations and risk profile. Those looking to maximize returns on their assets would be assisted in executing transactions, and receive periodic updates on portfolio performance.

Existing mutual fund portfolio analysis

Recommendations on restructuring of existing portfolio holdings (Hold/Sell/Increase/Decrease)

Portfolio summary after accounting for the recommended restructuring

We have tied up with some of the best housing finance companies. These tie-ups enable you to avail of competitive rates and pre-approved property financing. Some of the services offered are- Loan against Property, Lease Rental Discounting and Home Loan.

A LAP is a loan offered against an existing residential or commercial property. The loan is given as a certain percentage of the property’s market value– usually around 50% to 65% per cent. A LAP can get you a higher loan amount for a lesser EMI rate.

These are term loans offered against rental receipts derived from lease contracts with corporate tenants and the underlying property value. Here, the rent is considered a fixed income over a stipulated time frame and major terms of repayment is the rent which is directly deposited to the lender.

A loan to purchase a house either for under construction or resale property. We can also assist you in acquiring loans for purchase of commercial property.