At Investment Services, we cater to the Business Investment/ Real Estate Investment of individual clients. Keeping this in mind and to serve our clients with a more focused approach, we have categorized our clients into two distinct categories: Privilege and Preferred.
Privilege- Our esteemed customers who come to us for availing specific products and services. Product requirement is predefined and they just cherry-pick from our wide range of offerings.
Preferred - our valued customers to whom we offer customized financial planning solutions through detail client profiling and taking a holistic approach by considering the investments across asset classes. Here, investments are strategically planned to meet financial goals throughout their lives and beyond generations.
