A fee based model to international investments across asset classes such as equity, bonds and structured products gives us the flexibility to design efficient portfolios leading to more wealth creation. We focus on creating a customized global portfolio according to risk profile and personal specifications.
Our associations with leading platforms provide our clients a channel for global investments, trade, estate planning and fund management. High quality research on making conservative investments by focusing on fundamentals & following the investment cycle form the core of the portfolio supplemented by highly personalized service and confidentiality. Platform combines the 4 domains of wealth- creation, preservation, consumption and transfer.