As a part of our wealth management and advisory services, we facilitate our clients’ investments in select schemes of leading Mutual Funds, especially in the ELSS, debt and balanced fund categories, thereby matching needs, goals and risks. Once the funds are invested, we closely monitor performances and time the exits, as and when appropriate.

We also advise and smoothen the process of applying for selected Initial Public Offerings/Follow-on Public Offerings in the market. Our approach is based on fundamental research covering the company and industry, analyst calls/meets with the management and on market intelligence reports.