As an owner of business your requirements are quite different than other category of investors. You can remain active in your day-to-day business and simultaneously let your money work for you. For Large, Medium and Small Businesses following services are offered by us:

• Treasury Management in a tax-efficient way using various Financial Products
• Retirement Solutions
• Wealth Management
• Real Estate Solutions
• Portfolio review & re-structuring

Business owners encounter distinct challenges when it comes to managing their investments. Here are some common problems faced by business owners in investment:

• Capital Allocation Dilemmas
• Risk Concentration
• Liquidity Concerns
• Market Volatility Impact
• Retirement Planning Challenges
• Tax Planning Complexity
• Succession Planning
• Business Debt Management
• Employee Benefits
• Time Constraints

To address these challenges, business owners are assisted in preparing a comprehensive financial well-being roadmap through professional help thereby diversifying their investments to mitigate risk. They are also encouraged to regularly review and adjust their strategies. Incorporating both short-term and long-term financial goals is essential for achieving a well-rounded and sustainable financial plan and we do our best in helping business owners stay on the course of investments through ups and downs of their ventures.

We offer following specific services for a Business Owner besides our other services:

• Mutual Funds
• General Insurance
• Mediclaim and Group Mediclaim Schemes
• Fixed Deposits
• Business Loans
• Loan against Property
• Real Estate Investments in India and abroad
• Tax Consultation