Institutional & Corporate Advisory
We advise the Institutions and Corporates on their investments be it a fixed income Portfolio Management ,Mutual fund Portfolio Advisory, Equity or Alternat e investment guidance, Employer Employee benefit plan advisory or a combo of all and much more. It’s needless to say that we have transactional relationship with almost all of the currently licensed insurers both Life as well as Non-life and have a “PreferredAdvisor” status with many of these companies.As such we can guide you on Employee Benefit Solutions,likeGroup products be it Mediclaim, Gratuity,Super annuation, Leave Encashment,EDLI and GroupTerm Insurance to corporates and Institutions across the country .We can provide end to end solution.The services include:
- Fund Management Services
- Assistance in filing and follow up for CIT approval
- Drafting of Trust Deed & Rules as per IT norms
- Liability & Retirement Profiling
- Adviseon investment strategy and required asset all ocation-regularcon-callswith CIO and investment team
- Free actuarial valuationand AS-15 certification for our clients for audit purpose
- Free legal advisory services and regular updates on development sandregulatory changes in Employee Benefits phere.
We advise on Group Health Insurance, Group Personal accident solutions, Group Term Insurance,Group New pension scheme (it’s a scheme from PFRDA, Govt. of India which would give taxed education benefit u/s80CCD (2)), Group Gratuity, Group Superannuation, Group Systematic Investment plan, apart from the General Insurance solutions such as Marine Insurance, Directors & Officers Liability Policy, Error & Omission policy, Asset Insurance, Workmen Compensation Policy, Office asset Insurance, etc. We believe in constant relationship with our clientele, so we would identify a support team to handle your account to service you on time. They would include experienced, qualified & dynamic marketing executives who would be your single window for all communications.