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Equity

Trade fair in the market with your credible investment partner. Get timely custom advice to make the right decision at the right time. We offer end-to-end equity solutions to individual Investors and active Traders serving them with quality advice on individual stocks, sector trends and investment strategy.

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Mutual Funds

Mutual Funds are considered as one of the best available investment options as they are cost-efficient, professionally managed and easy to invest. Mutual Fund investments are ideal for those who want to grow their wealth over a longer period of time. To leverage on our expert advisory for right allocation of your funds and magnified returns.

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Insurance

With the right experience, expertise and clients’ trust, makes Your Wealth Guru a preferred choice for Life Insurance needs. Every Client is offered an optimal alternative available in the market, ensuring that all the insurance requirements of the Clients are covered in that solution.

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Portfolio Management

A professional service which is often opted by wealthy investors who want exposure to a variety of asset classes and who understand that investment in the market, requires time, knowledge, and constant monitoring. So bank on our personalized fund management service that builds investor’s portfolio and help and attain the investment objective.

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Financial Planning

A professional service which is often opted by wealthy investors who want exposure to a variety of asset classes and who understand that investment in the market, requires time, knowledge, and constant monitoring. Our proficient team examine the clients’ financial objective after that suggest some valuable advice. The investor gets Professional advice and transparency of investments.

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Loan Against Share

Loan against Shares offers you instant liquidity. It helps in sourcing funds for any personal requirements or to increase holding/ investment in listed collaterals and you don’t have to sell your securities payment charges other than interest on your actual utilization of limits. Moreover, our sanction limit is flexible based on the movement of your portfolio and its valuation.

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Investment Banking Solutions

Our approach to serving clients has always centred on doing first-class business in a first-class way. Within Investment Banking, the firm works with a broad range of issuer clients, including corporations, institutions and governments, and provides comprehensive strategic advice, capital raising and risk management expertise.

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