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SENSEX 32389.96-194.39 -0.60%
NIFTY 10146.55-64.30 -0.63%
SENSEX 32389.96-194.39 -0.60% NIFTY 10146.55-64.30 -0.63%
Research & Advice
1
Wealth Guide
Engineered to meet your fiscal fitness goals, the “Wealth Guide” is a personal financial planning tool that strikes a fine balance between safety, liquidity and returns. Use it to optimize risk/return expectations by gaining from opportunities to invest across a bouquet of asset classes. It is important to understand the mantra of “How to plan your investments effectively"?.
2
Our Advantage
Get the edge from a web of professional experts with extensively-honed skills and well-drawn experience in the field of goal based investment planning as our team of wealth advisors come together to provide well researched and personalized support.
3
Our Research Team
Gain from detailed analysis, well-thought insights and research-backed recommendations to stay on course to financial wellbeing and systematized investment planning. Our unique expertise should also give an all-perspective advantage across major market segments.
4
Investment Panel
A panel of financial wizards forms the nucleus of our research team. This all-expert league confers periodically to deliberate steps to be taken and market opportunities to be evaluated.
5
Dedicated Relationship Manager
You will appreciate the fact that we see each investment need as unique and the right candidate for individual attention. A dedicated Relationship Manager who will work with you as your wealth creation guide, assists each customer in picking the right financial solutions, tracking funds and achieving financial milestones.
6
Online Access to Portfolio
Benefit from instant access to investment particulars and market environment through our simple and future-facing online services.
Products
ATTENTION INVESTORS :
Prevent Unauthorised transactions in your account --> Update your mobile numbers/email IDs with your stock brokers. Receive information of your transactions directly from Exchange on your mobile/email at the end of the day. Prevent Unauthorized Transactions in your Demat account --> Update your Mobile Number with your Depository Participant. Receive alerts on your Registered Mobile for all debit and other important transactions in your demat account directly from NSDL / CDSL on the same day......................issued in the interest of investors. "KYC is one time exercise while dealing in securities markets - once KYC is done through a SEBI registered intermediary (broker, DP, Mutual Fund etc.), you need not undergo the same process again when you approach another intermediary.    No need to issue cheques by investors while subscribing to IPO. Just write the bank account number and sign in the application form to authorize your bank to make payment in case of allotment. No worries for refund as the money remains in investor's account."

Securities Broking is through Aditya Birla Money Limited; NSE - SEBI Registration No.: Equity/ Debt - INB 23 1347031, Derivatives – INF 23 1347031, Currency – INE 23 1347031; BSE-SEBI Registration No.: Equity/ Debt - INB 01 1347037, Derivatives - INF 01 1347037, Currency- Exchange Registered; NSDL /CDSL : IN-DP-17-2015. PMS- INP 000003757 , Research Analyst – INH000002145. Central Insurance Repository Limited : IRDA/IR2/2014/312. Commodity Broking is through Aditya Birla Commodities Broking Limited; NCDEX Membership No.: 00158; MCX Membership No.28730; FMC Registration No.: NCDEX / TCM / CORP / 0180; MCX / TCM / CORP / 0023. National Spot Exchange Membership No : 12590. AMFI Registration Number :5957 Currently as a Member, we are not engaged in proprietary trading.

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