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Wealth Management

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>> Disclosure For Marketing / Referring Mutual Fund / Insurance Products & Products of other Financial Companies

 About Wealth Management
Wealth plays a significant part in an individual’s life journey. It helps in providing sufficient resources to meet our goals at each stage of life, thus helping us lead a happy life. Through tie-ups, we have made available a bouquet of investment / insurance products looking to meet the financial / investment needs of our clients / customers. We always look forward to understanding your financial needs and to walk alongside you in achieving your goals with our Wealth Management Product , because we care for you and your family.

 Your lifestage Wealth Management goals
  • Accumulation stage – Growing your wealth
  • Management Stage – Managing your wealth
  • Protection Stage – Securing your wealth

 Wealth Management Product Categories & Tie-up Partners

 Life Insurance
IndiaFirst Life Insurance Company Limited

 General Insurance
National Insurance Company Limited

Baroda Health

Cholamandalam MS General Insurance Company Limited

TATA AIG General Insurance Company Limited

 Stand Alone Health Insurance

 Mutual Fund
Baroda Pioneer Mutual Fund

Reliance Mutual Fund

UTI Mutual Fund

Birla Sunlife Mutual Fund

Sundaram Mutual Fund

Franklin Templeton Mutual Fund

Kotak Mahindra Mutual Fund

IDFC Mutual Fund

You may make investment / obtain insurance by clicking on the respective links.

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