Private Client Group Services
This specialized division was set up to cater to the high net worth
individuals and institutional clients keeping in mind that they
require a different kind of financial planning and management that
will augment not just existing finances but their life-style as
well. Here we follow a hard-nosed business approach with the soft
touch of dedicated customer care and personalized attention.
For this purpose we offer a comprehensive and personalized service
that encompasses planning and protection of finances, planning of
business needs and retirement needs and a host of other services,
all provided on a one-to-one basis.
Our research reports have been widely appreciated by this segment.
The delivery and support modules have been fine tuned by giving our
clients access to online portfolio information, constant updates on
their portfolios as well as value-added advice on portfolio
churning, sector switches etc. The investment recommendations given
by our research team in the cash market have enjoyed a high success
rate.
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