What We
Do
01
Finance
Our Deliverables
Wealth Creation
- Investment Screening
- Portfolio Construction
- Regular Monitoring of Portfolio Performance
- Risk Assessment & Market Analysis
- Tactical Reallocation & Portfolio Hygiene Check
Wealth Preservation
- Advisory on appropriate Insurance coverage
- Rebalancing portfolio based on market scenario
- Guidance on Budgeting, Planning & Emergency Fund creation
- Right Tax Planning for appropriate compliances
Wealth Enabler
- Fund Raising in form of Debt (Term Loan, Working Capital Loan, Cash Credit etc)
- Private Equity Funding, Stake Offloading, Secondary Sale of Unlisted companies
- Real Estate Consulting & Financing
- Credit Rating Advisory
02
Digital Experience
Platform integration
Positioning
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- Marketing Research
- Messaging
- Positioning
- Persona/Segmentation
- Portfolio Architecture
Segmentation
Proin gravida nibh vel velit auctor aliquet. Aenean sollicitudin, lorem quis bibendum auctor, nisi elit consequat ipsum, nec sagittis sem nibh id elit. Duis sed odio sit amet nibh vulputate cursus a sit amet mauris.
- Marketing Research
- Positioning
- Messaging
- Portfolio Architecture
- Persona/Segmentation
Portfolio Architecture
Proin gravida nibh vel velit auctor aliquet. Aenean sollicitudin, lorem quis bibendum auctor, nisi elit consequat ipsum, nec sagittis sem nibh id elit. Duis sed odio sit amet nibh vulputate cursus a sit amet mauris.
- Persona/Segmentation
- Positioning
- Marketing Research
- Messaging
- Portfolio Architecture