Client Desk

Client Desk (Wealth Management Desk)

Client Desk is a premium wealth management service that provides a consolidated view of your complete financial portfolio for individuals, families, or organizations.

Each client receives a secure login ID and password. Portfolio data is updated automatically, removing the need for manual tracking.

Access your investments anytime through desktop or mobile with complete transparency and control.

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Recommended Mutual Fund Portfolio

Selecting the right mutual funds requires expertise, discipline, and continuous monitoring. Market volatility and emotional decisions often impact returns.

Our Recommended Mutual Fund Portfolios are professionally curated investment baskets aligned to different risk profiles and financial goals.

  • Professionally managed portfolios
  • Goal-based asset allocation
  • Risk-optimized strategies
  • Ready-to-invest solutions
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Mutual Fund Portfolio
E-Wealth Account

E-Wealth Account Service

Our E-Wealth Account Service allows you to manage investments easily, securely, and efficiently from anywhere.

Available Services:

  • Mutual Fund Purchase, Redemption & Switch
  • SIP & STP Registration
  • New Fund Offer (NFO) Investments
  • Equity & Debt IPO Applications
  • Comprehensive Investment Reports

Transaction Modes:

  • Mobile Application
  • Online Desk
  • Phone-Based Assistance
  • Offline Instructions
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