Wealth Management and Facilitation services

AnĀ end-to-end digital enabled solutions for corporate community by our excellent team of advisors to ensure all the services related to insurance, reinsurance, investment and facilitation services are available at your doorsteps.

  • Insurance and reinsurance

Insurance and Reinsurance

We have a team of insurance professionalā€™s expertise in various insurance and reinsurance underwriting, and claims management and provide end to end customized services for insurance and reinsurance projects. Our expertise and service offerings are :

  • Due diligenceĀ and consulting services on behalf of a prospective buyer
  • Underwriting auditsĀ and recommendation
Expert Touch
  • Retirement and Personal Finance Management

Retirement and Personal Finance Management

Personal and corporate finance planning is extremely important for each and every individual to make cognizant decisions on their investment to ensure good return with significant risk reduction. Our financial advisors are trained to provide personalized investment planning based on our predefined risk assessment framework score to make sure that our customers and their family members are moving towards a secure future. Some of our service offerings are :

  • Annual budgeting and cash management
  • Insurance and mortgages services
  • Retirement planning and tax planning
  • Investments management services
Expert Touch
  • Facilitation Services

Facilitation Services

We provide facilitation services for enterprise and help out our customers to get the best possible services with optimal service charges. Some of our services are:

  • Market research and Assessment services
  • Architecture and Facility management
  • Real Estate search & acquisition
  • IT setup and its related services
  • Business partners search and management
  • Equipment Planning & Procurement
  • Corporate security and Audit Services
  • Corporate stationary supply chain management
  • Business delegation and Event management
Expert Touch