Our Expertise
Our expertise is to offer cutting edge financial solutions to our retail and corporate clients. With our in-depth understanding of domestic and global market trends we give the best suited advisory services
Equity Advisory
Investing/ Trading in stock markets could be extremely confusing & dangerous. Millions of new investors burn their fingers and capital in the markets. In-depth Analysis, studying trends micro and macro-economics is very important. Expert advice is extremely imperative and highly recommended for new investors.
Fundamental Research
Our team works tirelessly to churn out the sector reports, stock reports, global economic trends, Domestic macro and microeconomic trends and a very sharp eye on the geopolitical events. This gives us a better insight into which sectors to focus on and which stocks to pick. Our model portfolios have been outperforming the markets for a no. of years.
Technical Research
Stock picking is the most important skill in the advisory business. It requires a blend of fundamental and technical research. Technical trends help in pre-empting and predicting sudden spikes and fall in the markets. We have a team of technical experts who constantly study the trends to bring out the best advisory.
Investment Advisory
Capital markets are one of the best asset classes as they have consistently given a CAGR of ~ 20%. Investors with a long term vision in the markets seldom lose money. Derisking the investments is also an important part of the entire ball game. We help in developing the right approach towards investing and spreading the assets across equity/debt and other avenues.
Insurance Advisory
With the business environment becoming tougher by the day HNI/s, Family Offices & Corporates often grapple with the technicalities of Insurance. Buying the right insurance for your self/ family and business needs is requires subject matter expertise. The right advice can save millions of dollars and can give mental peace for doing seamless business. We provide cutting edge insurance advisory and help our clients with the aptest and cost-effective insurance covers.
Corporate Finance
Our country is one of the fastest-growing economies in the world. Finance is the raw material required to fuel the dreams and aspirations of budding entrepreneurs/ businesses. We offer best in class advisory services on debt. We have long standing associations/ tie-ups with a plethora of Banks and NBFCs. We have successfully raised over 3000 crs of debt in the last few years for our clients.
Management Consultancy
Our team has over 100 years of management experience. We consult several SME’s on their day to day management needs. We help them in building the right sales/ after sales/ distributions and operations strategies.
Corporate Trainings
In this rapidly changing world, the power of knowledge cannot be undermined. We do financial awareness drives/ events/training for Senior/ Mid Senior Management professionals. Do they need a deeper insight on where to invest and why? We train them on the most practical aspects so that they can use this financial prudence in doing the most tax-efficient and the most lucrative investments.