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Investment Advisory & Planning Service

Products • Investment Advisory & Planning Service


Investment Advisory & Planning Service
Investment advisory & Planning service

  • Portfolio Management
  • To help for Investment in Life Insurance (Selection of suitable policy according your income or for maximum benefit)
  • To help for Investment in Post office schemes (How to open a PPF A / C, How to invest in NSC, How to start a Monthly Income Scheme i.e MIS)
  • Infrastructure Bonds
  • Companies Deposits
  • Mutual Funds
  • Shares
  • Investment of Capital Gain money
  • Investment services provide Investment Advisor Services for:
  • To provide Assistance for purchase and sale of Shares, Securities, Units of UTI and other Mutual Funds, including investment in Private companies, Partnership Firms and Proprietoship organizations.
  • Opening a Depository Account (DMAT) with any Depository Participant to invest and trade in Shares in script less format.

    Procedure:

    You need to inform us your requirement on Email and we shall ask you to provide us necessary information to:

  • Complete the formalities to open a DMAT Account with a Depository Participant.
  • Provide assistance to purchase and sell Shares, Securities, Units of UTI and other Mutual Funds, including investment in Private Companies, Partnership Firms and Proprietorship organizations.

     

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