Knowledge drives opportunity

As part of one of the India’sfastest growingfinancial institution, we provide our clients with the resources and experience of AnInvestment firm.

Comprehensive research provides us with an intimate understanding of both companies and markets — giving us insights to identify quality investments.

Your Relationship Manager compensation is tied to your success, not to specific products and services — so you receive recommendations based solely on your needs.

A dynamic leader in the financial industry with a reputation for excellence.

As an independent firm, we place your interests first. Your financial well-being is our priority. Team is dedicated to providing its affiliated financial advisory with the autonomy, capabilities and opportunities to do what they believe is best for you—our valued client. Whether you’re a first-time investor or a seasoned veteran, our mission is to provide the guidance and support you need to translate investment dollars into the potential attainment of lifelong goals and dreams.

Perhaps Our Private Client Group’s most significant advantage is its independence. We are not under any pressure to sell products that may not be suitable or in the best interests of our clients.

We consider workflows, client journey maps and investor personas to solidify the client experience. Clients engage at various points in the financial planning process, and our team should make each of those engagements meaningful, from the initial transaction to multigenerational planning.

We carry deep understanding of the clients’ feelings and concerns, and not just know their financial situation. Calls have to be returned as soon as possible and there must be zero tolerance for errors, as well as complete follow through on any agreed upon action.

Team constantly look for ways to reduce sources of frustration and capitalize on opportunities to improve client experience, specifically define their niche market, as well as hone the ability to explain their value proposition.

Finally, Strict adherence to all rules and regulations and maintain transparency.