For those of you who wish to manage their own investments but seek guidance on financial transactions.

For those of you who seek advice on planning their portfolios through various investment avenues.

For those of you who seek comprehensive financial health analysis and planning covering investments, loans, savings and insurance.

Ideal for portfolios ranging up to Rs. 10 Lakh

Ideal for portfolios ranging between Rs. 10 to Rs. 50 Lakh

Ideal for portfolios ranging from Rs. 50 Lakh and above

Facilities

Facilities

Facilities

a) Recommendations
    and Reports on:
•  Mutual Funds – 
    Debt,Equity, FMPs
    and NFOs
•  Fixed Deposits, Bonds
    and Debentures

a) Step by step guidance
    on portfolio
    construction   
    and investment
    opportunities.

Recommendations and reports on:
•  Mutual Funds – Debt,
    Equity, FMPs and NFOs
•  Fixed Deposits, Bonds
    and Debentures
•  Alternative
    products 
    like Structured
    products& PMS
    schemes

a)  Comprehensive
     financial planning
     taking into account
     all investment
     borrowing needs,
     customized to your
     profile and financial
     goals.

Recommendations and reports on:
•   Mutual Funds – Debt,
     Equity, FMPs and NFOs
•   Fixed Deposits, Bonds 
     and Debentures
•   Alternative 
     products 
     like Structured 
     products & PMS
     schemes
•   Managed accounts 
     in  Equity 
     and Derivatives*
•    Life and 
     General Insurance
     planning

b) Equity broking and
    Online trading *

b) Equity broking and
    Online trading *

b) Equity broking and
    Online trading *

c) Consolidated Portfolio
    review

c) Portfolio Planning

c) Comprehensive
    Financial Planning

d) Serviced by a
    Relationship Manager

d) Serviced by a
    Relationship Manager
    & special Advisory
    Services helpline.

d) Serviced by a dedicated
    Relationship
    Manager and
    Advisory Services
    team.