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Mutual funds
Every one of you has varying investment needs depending
on your financial goals, risk taking ability and time
horizon. To cater to these different needs, mutual funds
provide you with the required flexibility to create an
investment plan based on your financial goals.
Our team of experienced professionals will help you choose
the right scheme/fund as per your needs.
Life insurance
There is only one-way to happiness and that is to cease
worrying about things that are beyond the power of our
will-get a life insurance policy today.
We at Wealthmax match a policy to your requirements.
General
insurance
Just as your life is important your property is also important.-insure
it. Our panel will obtain quotes from several leading insurers
and recommend the optimum priced insurance policy with the widest risk coverage that suits
your needs.
Please visit www.zeninsurancebrokers.com to know more.
Portfolio Management Services
Please visit www.banyantreeadvisors.com to know more.
Assured
return products
Making investment in NSC, post office schemes, RBI bonds
gives you the opportunity to lock in the attractive returns
as well as enjoy the tax benefits. To make these investments
work for you, you need to understand what suits you best.
Tax saving
products
Planning for tax can be quite impulsive .You needn’t
do that .We at Wealthmax help you understand the nuances
of these products.
Remember planning for tax is not just deferring tax but
also an investment.
Commodity
trading
Trading in commodities promises a great potential. The
returns may not match that of equity markets, but the
security of the investment is higher. No wonder that small
investors are also trying their hand at commodity trading.
Awareness plays a key role in achieving returns in this
market. We at Wealthmax assist you in getting the returns.
Primary
equity
Backed by a team of experienced professional we at Wealthmax
help you in choosing the right IPO’s to subscribe.
Secondary
equity
We offer services in the secondary equity on a purely
operational basis subject to minimum assured volumes.
Housing Loan
We assist in property search and in delivering the best home loan on offer, tailor made to suit ones need.
Assistance to Industries
• In availing funds for working capital needs
• In availing funds for term loan need
• In structuring and private placement of equity debt transactions
• In identifying potential foreign partners for technology transfer, foreign collaborations, etc.,
• In setting up export markets
• In creating an entry strategy into India for a foreign Company
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