1. To carry on the business of providing all kinds of corporate advisory services in the areas of wealth management, portfolio management, investment advisory, financial planning, asset allocation, risk profiling, investment research cash budgeting, estate / will planning and taxation issues.
2. To provide execute, undertake and provide services in the areas of investment research, institutional equity and fixed income investment planning, derivatives advisory and wealth management solutions, consultancy for investments in financial products like mutual funds, RBI bonds, small savings investment plans, retirement plans and IPO’S.
3. To undertake global research and advisory in any area and products, such as capital market research in equity, debt, knowledge of individual scripts and technical aspects of market price movements and to train and provide investment education for financial and non-financial assets.
