Managing Investment Portfolio of more than 450 clients. Customized Investment Advisory Service to the individuals and corporates w.r.t their existing investment portfolios and regular investment surpluses. The Service offers research based solid advice for doing complete financial and invt. planning , to maximize the returns of an individual’s investment portfolio across a range of financial investments at minimal risks.

Actively involved in handling 5 different segments of business viz EPF, Gratuity and Pension trusts, Insurance companies (public & private), Bankers to Issue, Govt. Business and Cash Management Services (CMS) through a team of executivesEffectively developing the business by expanding services to the Central, State Govt. Organizations, Private and PSU’s.Providing services on fund management, Provident fund, cash management, purchase and sale of securities, collection of direct and indirect taxes and credit services.