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Investment Advisory & Wealth Management Services
 
 
 
 
 
 
 

 

Investment Avenues
 Insurance


Every Investments are made with specific needs. Some investment avenue are links to life cover as investment, Risk level – market linked and traditional, Sector level exposure, Capital guaranteed.

 Mutual Funds


A mutual fund is a professionally managed type of collective investment scheme that pools money from many investors and invests it in stocks, bonds, short-term money market instruments, and/or other securities.

 Equity Shares

An equity share, commonly referred to as ordinary share also represents the form of fractional ownership in which a shareholder, undertakes the maximum entrepreneurial risk associated with a business venture. The holder of such shares will be a member of the company and will have voting rights.

 Gold Investment


There are many factors which are driving up the swing towards Gold, some of them being global factors.

 Real Estate


Find out how much is the carpet area. The more the carpet area, the better. However, if carpet area is too high, it would compromise on the common area infrastructure. A legal due diligence is vital – the risk is higher for land purchases.Go for a home loan even if you do not need one – the bank does its own legal due diligence. However, do your own diligence as well since you still need to repay the loan even if the title of the property is bad

 
   
 
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