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OUR SERVICES

BESPOKE SERVICES BASED ON INVESTOR LIFE-CYCLE MODEL 

An investor passes through four different phases in his life. Investment decisions are based on the investor's needs, wants and aspirations. Various financial goals also manifest itself along the life cycle. Portfolio asset allocation has to be managed to optimise the short, medium & long term goals of the investor

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ACCUMULATION

Build a strong foundation for the future

  • Contingency Fund 

  • Health Insurance 

  • Growth Oriented Investments

  • Retirement Planning

#018, Workafella, Next to Radisson Mumbai,

GMLR, Goregaon West,

Mumbai 400062,Maharashtra,India

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