With over 17 yrs of expertise in wealth management, serving High Net-Worth Individuals (HNIs), and Ultra-High Net-Worth Individuals (UHNIs). Specializing in multi-asset strategies, legacy planning, and risk-optimized portfolios, Managing assets under management (AUM) exceeding 200 crores. Having client-centric approach delivering superior returns while safeguarding generational wealth in dynamic markets.
- Financial Planning Services
- Mutual Fund
- Debt
- Non-Convertible Debentures
- Govt & Corporate Bonds
- Corporate Fixed Deposits
- Equity
- Demat Account Opening
- Dematerialization of Shares
- Unlisted Equities
- Insurance (Individual & Group Solutions)
- Life
- Medical
- General & Motor
- Market Linked Debentures (MLD)
- Specialized Investment Fund (SIF)
- Portfolio Management Services (PMS)
- Alternate Investment Fund (AIF)
- Will Drafting & Succession Planning
- Gift City Opportunities
- Real Estate Planning
- Residential
- Commercial
- Land / Plots
- Art
To know how we can help you to attain financial freedom, visit www.goldenbulls.co.in today!