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Home  >  About Us  >  Financial Planning
Financial Planning
You earned your wealth the hard way.
Why manage it the old way?
A personal relationship
Your dedicated Financial Consultant can associate with you to build a relationship defined by your goals, preferences, and active involvement.

We can help you choose from a variety of services based on your goals, including fixed income, retirement planning, education fund, trading, insurance, annuities, and more.
Planning
Your Financial Consultant can work with you to create a holistic plan with specific investment recommendations and a clear explanation of the benefits and risks.

Your plan will reflect our disciplined approach to investing, including risk and return analysis, inflation expectations, "what if" scenarios, and careful asset allocation.

Your plan will reflect your priorities, from retirement income and estate planning to insurance and debt management.

Let us help make your dream come true
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Friday, December 3, 2021   Adani Ports :  737.45    (-1.65)  ||  Asian Paints :  3110.45    (-70.15)  ||  Axis Bank :  673.00    (-3.10)  ||  B P C L :  385.90    (+7.05)  ||  Bajaj Auto :  3287.85    (-40.55)  ||  Bajaj Finance :  7069.25    (-111.25)  ||  Bajaj Finserv :  17488.70    (-269.45)  ||  Bharti Airtel :  718.35    (-14.20)  ||  Britannia Inds. :  3553.75    (-24.75)  ||  Cipla :  912.05    (-9.20)  ||  Coal India :  159.75    (+0.45)  ||  Divi's Lab. :  4757.05    (-20.25)  ||  Dr Reddy's Labs :  4596.50    (-66.25)  ||  Eicher Motors :  2455.55    (+4.00)  ||  Grasim Inds :  1703.90    (-19.95)  ||  H D F C :  2771.65    (-36.15)  ||  HCL Technologies :  1171.40    (-13.30)  ||  HDFC Bank :  1513.55    (-12.20)  ||  HDFC Life Insur. :  690.95    (-14.35)  ||  Hero Motocorp :  2462.45    (-10.25)  ||  Hind. Unilever :  2343.65    (-39.65)  ||  Hindalco Inds. :  424.65    (-7.45)  ||  I O C L :  122.20    (+1.55)  ||  ICICI Bank :  716.30    (-6.10)  ||  IndusInd Bank :  951.15    (+5.60)  ||  Infosys :  1735.55    (-12.70)  ||  ITC :  221.65    (-3.80)  ||  JSW Steel :  644.55    (-2.20)  ||  Kotak Mah. Bank :  1914.20    (-50.05)  ||  Larsen & Toubro :  1801.25    (+12.05)  ||  M & M :  836.95    (-12.60)  ||  Maruti Suzuki :  7208.70    (-116.25)  ||  Nestle India :  19321.35    (-181.85)  ||  NTPC :  127.00    (-1.70)  ||  O N G C :  145.90    (+1.90)  ||  Power Grid Corpn :  206.10    (-8.40)  ||  Reliance Industr :  2408.25    (-74.60)  ||  SBI Life Insuran :  1165.95    (-22.10)  ||  Shree Cement :  25914.05    (-375.75)  ||  St Bk of India :  473.15    (-3.85)  ||  Sun Pharma.Inds. :  751.80    (-14.45)  ||  Tata Consumer :  774.30    (+1.05)  ||  Tata Motors :  480.10    (+1.00)  ||  Tata Steel :  1118.00    (+5.60)  ||  TCS :  3640.45    (-2.45)  ||  Tech Mahindra :  1593.30    (-36.35)  ||  Titan Company :  2369.25    (-17.25)  ||  UltraTech Cem. :  7332.45    (+9.25)  ||  UPL :  712.75    (+14.55)  ||  Wipro :  640.75    (-6.05)  ||