Investment products encompass a range of options for financial growth and management. These include equity and unlisted investments, US shares, ETFs, mutual funds, PMS, AIFs, private equity, bonds, insurance, and loans. Diverse and tailored to individual needs, they offer opportunities for wealth accumulation, protection, and financial stability.

Claimed services cover an array of financial solutions, including physical shares dematerialization, IEPF claims, transmission of shares and MF, succession certificates, as well as the retrieval of unclaimed dividends and MF claims. These services help streamline ownership, recover assets, and ensure financial compliance for individuals and businesses.

Comprehensive financial planning encompasses key elements, including investment planning to grow wealth, risk planning for protection, tax planning for efficiency, retirement solutions for secure futures, and estate planning for wealth transfer. This holistic approach ensures a well-structured financial strategy that aligns with individual goals and safeguards financial well-being.

Exchange-Traded Funds (ETFs) are vital for investors due to their low costs, diversification, and ease of trading on stock exchanges. They provide exposure to various assets, such as stocks, bonds, and commodities, offering portfolio diversification

Involves overseeing real estate operations, including tenant relations, maintenance, financial management, and legal compliance. It may also involve executing buy and sell Power of Attorney (POA) transactions, representing property owners in real estate transactions, within legal constraints and with the owner's authorization.