LIFESTYLE INVESTMENT
Lifestyle Investment Management focuses on the Overall Financial Well-being to manage the enhanced costs of Lifestyle Inflation or Lifestyle creep which occurs when an individual’s standard of living improves as their discretionary income rises and former luxuries become new necessities.
Our experts take a holistic view while charting out Investment options that beat Lifestyle Inflation (not just inflation) so that you don’t have to compromise on your current lifestyle and continue to lead a great worry-free life, even when you stop earning.
Investment Management Solutions
Customized investment solutions derived after comprehensive need & risk analysis process, spread across asset classes of Direct Equity, Managed Equity, Debt, etc. chosen from a wide spectrum of wealth solutions based on the Open architecture model. Regular Portfolio monitoring, reviews, and updates for rebalancing portfolios as per dynamic market regulations and individual financial situations for Retail as well as Institutional Investors across geographies.
Protection Solutions
Risk Management and Protection of assets and lives against unexpected contingencies and financial losses offering solutions for individuals, professionals, and corporates ranging from Property, Marine, Fire, Liability Guarantee, Indemnity, Life, Health Insurance, Group Plans, categorized based on risk, type, and hazards.
Social Investment
Philanthropic acts combined with tax benefits to encourage charity towards important social causes. We identify charitable institutions whose cause matches your inclination while providing tax benefits.