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Services

A complete wealth practice,
under one advisor.

From your first SIP to a global GIFT City portfolio, we cover every stage of an investor's life. Each service below opens a detailed guide with how it works, who it suits, and how we advise on it.

Mutual Funds

Mutual Funds

Curated funds, disciplined SIPs, goal-based portfolios.

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Portfolio Management Services

Portfolio Management Services

Discretionary PMS with concentrated, high-conviction portfolios.

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Alternative Investment Funds

Alternative Investment Funds

Category I, II and III AIFs for accredited investors.

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Specialized Investment Funds

Specialized Investment Funds

SEBI's new category bridging mutual funds and PMS.

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GIFT City USD Investments

GIFT City USD Investments

USD-denominated global investing for NRIs and foreign investors.

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Equity and Derivatives Advisory

Equity and Derivatives Advisory

Research-led calls on direct equity and structured derivative strategies.

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Bonds and Fixed Income

Bonds and Fixed Income

Government, corporate and tax-free bonds curated for stability.

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Stock Broking and Trading Solutions

Stock Broking and Trading Solutions

Full-service broking with advisory, research and technology support.

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Life and Health Insurance

Life and Health Insurance

Protection-first insurance advice, no product pushing.

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Retirement and Wealth Planning

Retirement and Wealth Planning

A written plan for the life you want after work.

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