We have two core services:
1) Investment Product Distribution
2) Training & Coaching
Investment Product Distribution
Under our investment product distribution division, we currently offer the following products either directly or through associates.
- Mutual Funds
- Direct Equity
- Bonds
- Corporate Deposits
- Structured Products
- Portfolio Management Services
- Life Insurance
- Health Insurance
- General Insurance
Training & Coaching
We offer training services for corporate clients on an ad hoc as well as ongoing basis. We offer training modules on the following subjects:
- Financial Planning
- Personal Finance
- Retirement Planning
- Financial Planning Clinics (one-on-one consultation at corporate venue)
- Special Workshops on Personal Finance for Women