We manage Personal & Corporate investments.
One among the top 20 Advisors in Chennai.
Focused to manage hard earned money of the clients with simple & suitable investment instruments and to optimize the returns. Assisting clients to take well informed investment decisions.
Focus instruments :
Corporate Fixed Deposits
Term, Health & Medical Insurance (on referal basis)
PMS / Private Equity / Private placement opportunities (on referal basis).
Investment Approach :
Need identification, risk tolerance, tenor analysis & tax implication
Goal oriented approach
Key focus on creating / managing retirement corpus & planning future cash flows
Re-structuring existing portfolios
Solutions for Corporate short term surplus funds