Investment services

1. Comprehensive advisory for individual and corporate investment planning tailored to financial goals and risk profiles.

2. Portfolio management services (PMS) ensuring diversified and goal-aligned asset allocation across equity, debt, mutual funds, and alternative investments.

3. Assistance in selecting and investing in Mutual Funds, SIPs, Bonds, and Fixed Deposits based on performance analysis and risk appetite.

4. Guidance on tax-saving investments under Section 80C, 80D, and other relevant provisions of the Income Tax Act.

5. Support in setting up and managing retirement plans such as NPS, PPF, EPF, and pension schemes for long-term financial security.

6. Regular portfolio review and rebalancing to optimize returns and manage market risks effectively.

7. Consultancy on real estate investments, including rental income planning, capital gains management, and compliance.

8. Assistance in compliance and documentation related to capital gains, dividend income, and other investment returns.

9. Strategic investment planning for NRIs, including remittance, repatriation, and FEMA/RBI compliance.

10. Investment advisory for startups and businesses, covering angel investments, venture capital, and private equity.

11. Support in navigating regulatory requirements related to SEBI, RBI, and income tax in investment matters.

12. Expert representation and documentation support for investment-related disputes and assessments before authorities.