HNI/ Private Client / Family Office

We are all about relationships

Your vision for life and passion with which you have scaled the heights of success are truly commendable. It is the same success parameters that guide us while working with you to achieve your financial goals and help us put our hearts into serving you.

As a valued customer, you receive highly personalized services. Client relationship team has a dedicated Relationship Manager and Customer Service Manager.

Key highlights of our insurance framework:

• Your ‘Personal relationship Manager’ with 360º visibility
• Organizational accountability & continuity
• Independent advice aligned to your interests with benefits of larger institution when required
• Complete fee transparency
• Institutional ownership of relationship with sufficient checks and balances