WEALTH MANAGEMENT
WEALTH MANAGEMENT
We understand that everyone’s financial landscape is unique. We at PRP aim to provide the best financial & long term hitherto successful solutions to our customers to ensure on meeting their long term / short term horizon. With Wealth Management & Investment Advisory being the forte of our immensely talented workforce, this vertical aims to poise and change the traditional investment landscape across the country.
Our qualified, experienced professionals are advising corporate treasuries, family offices and ultra HNI clients across product lines. Our team of certified professionals strengthens the complete advisory ecosystem. Our Investment Committee decisions come with a 360-degree analysis from all perspectives, as it comprises of all front face interactions and back-end customized research-oriented information. This gives a real picture of theoretical as well as the real world.
Business Activities
Our range of products include :
- Fund based products – Mutual Funds / AIFs / Insurance funds / PMS / VCFs
- Direct Equity into listed, unlisted, Start-ups, SMEs
- Debt Instruments – Bonds, CPs, NCDs, CDs, Tax-free bonds, MLDs
- Offshore Investments in Equity, Debt, Businesses or Real Estate
- Preference Shares, CRPS
- Real Estate – Commercial, Residential, Landbanks, Retail
Market Intelligence is our trump card, and we make sure the client knows vital details before, during and after the investment, of their particular range of investments, irrespective of our involvement in the transaction, to ensure our client’s well-being.
Portfolios are monitored and discussed regularly with our respective investors on an extremely regular basis, as decided by the client. Our advisory process includes: as it is though remove and change the pictures