The institutional Advisory Group provides personalized, professional money management services to organizations nationwide. It is a strategic service arm that caters to major corporations, government entities, unions and nonprofit organizations. We have presence in all the metros in the country with an annual mobilization of over Rs.2,000 crores.
We enjoy the patronage of over 1,000 quality relationships with an AUM (Asset Under Management) of 2,500 crores.
Dedicated wealth manager will carefully assess the organization's objectives and will help in developing investment policies appropriate to the goals and risk profile of each portfolio. It will include identification of a customized solution that best matches the objectives and risk constraints involved. It will be our continuous endeavor to monitor your portfolio and provide you with regular reports and market updates.
Our uniqueness is extending services under single window concept among the following areas:
- Investment Advisory and Treasury Management
- Cor porate Insurance and Risk Management Advisory
- Resource Mobilization through Equity/Debt Placement
- Project Finance
- Financial Planning Services
- Provident Fund Investments