Client Services

We recognize that offering a diverse range of products alone isn't sufficient for our esteemed clients. What clients truly seek is a comprehensive platform that caters to their entire family or organization, facilitating the recording, reporting, and management of a diverse portfolio spanning multiple financial products. It's with great pride that we present the following highly esteemed services to our clients.

Client Desk
The Client Desk is a premium offering for our clients which consolidates entire wealth/portfolio information, covering every major financial /non-financial product, for an entire family or an organization. The access to the Client Desk is given through an highly secured, unique login-id and password to every client.

The information inside the desk is updated on a daily basis and all transactions done through us are automatically updated so that clients need not make any entries. The Client Desk empowers you by keeping you updated & informed, anytime any where – through online access or through a mobile application.
E-Wealth A/c

We offer our services through personal counsel with each of our clients after understanding their wealth distribution needs. Our approach is to enable our client's to understand their investments, have knowledge of investment products and that they make proper progress towards achieving their financial goals in life.

Contact Us

Registered & Corporate Office:
F-128, Vardhman Market
West Enclave, Pitampura
Ph: +91 9811840640, 011-49123666

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