Corporates uses our advisory division to manage their treasury that appropriate certain amount as sinking fund investments to replace their existing asset when it is due for renewal or to redeem their debt issue when it matures. It is advisable for corporates to maintain certain portion of their assets as financial asset so that they can use it during their liquidity needs.

Endowment institutions such as Schools, Colleges, Universities, Hospitals and Charities, need to meet their future income and / or growth needs to manage their future expenses. Similarly for Foundations such as Churches, Temples and other Charitable institutions, we provide Investment Advisory services and help them to find out the best PMS that meets their financial goals.

Our Wealth Management Service division is appointed by corporates and institutions to provide investment consultation before they employ Portfolio Management Services. We work with corporates to clearly understand their investment needs and find a suitable PMS which is cost and return effective given their investment horizon. We also work with Schools, Colleges, Hospitals and Charities to thoroughly understands their investment need before onboarding them to PMS services.