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Customized Solution

Overview

Customized Solutions

  • Financial Planning:

    Our experts design financial plans which help investors to allocate finances across asset classes according to their risk profile.

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  • Goal Based Investing:

    We provide investment solutions tailor made to fulfill your financial goals

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  • Investment Plans (IP):

    Investment plans suggest avenues for deployment of investable surplus according risk profile, liquidity needs and investment horizon.

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  • Treasury Solutions:

    This service is for treasury of banks, financial institutions and corporates using our Treasury Optimizer Model.

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