Wealth Management Desk

The Client Desk is a premium offering for our clients which consolidates entire wealth/portfolio information, covering every major financial /non-financial product, for an entire family or an organization. The access to the Client Desk is given through an highly secured, unique login-id and password to every client.

The information inside the desk is updated on a daily basis and all transactions done through us are automatically updated so that clients need not make any entries. The Client Desk empowers you by keeping you updated & informed, anytime any where – through online access or through a mobile application.

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Yasmin Vora

Investment Expert


Let’s Make Things Happen

We offer comprehensive financial advisory services, having highly qualified and experienced team of financial advisors. We use our complete knowledge of insurance, tax laws, and mutual fund investments in order to suggest investment options to the clients, as per their long-term and short-term goals.

Yasmin Samir Vora

Investment Expert
+91 9898491900
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