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Products & Services
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| We provide you with new investment opportunities and investment advice which allows you to choose from a broad spectrum of products and services. With Aditya Birla Money Wealth Management by your side, you can be rest assured that you will have access to only the most viable wealth management products and solutions. With a well planned wealth consolidation strategy we ensure a lasting legacy for you and your loved ones. |
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| Our Products: |
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| Mutual Funds |
| Mutual Funds give you access to Indian equity and debt securities .We offer you advice on the entire universe of mutual funds. So be it equity funds, where you look for growth and capital appreciation or debt funds for capital preservation, we can help you select the right mix to suit you. Choose from an array of more than 15 fund houses with innumerable schemes. |
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| PMS |
| A unique way to build a customized portfolio of Indian equities is through Portfolio Management System (PMS). We act as authorized distributors for various PMS providers to meet the growing needs of investors and broaden the portfolio beyond equities and bonds. |
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| Direct Equity |
| You can enjoy convenient, simple and efficient trading in Indian equities that is offered by Aditya Birla Money Limited. We provide you a seamless platform to invest in the Indian secondary markets. Your wealth management advisor will provide you valuable advice based on in-house research. |
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| Structured Products |
| We offer customized investment solutions to access various asset classes. Most structures will offer principal protection with returns based on performance of an associated asset class. Based on your preference, returns can be linked to a variety of asset types such as equity indices, basket of stocks, commodities. |
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| Alternate Asset Products |
| Through our distribution tie-ups, we offer a wide range of Private Equity Funds, which invest in the unlisted securities, to give you the opportunity of investing in the growing Indian economy. Access to these types of products and strategies can support a variety of investor objectives including capital preservation, risk protection, leverage, and diversification e.g. Private Equity Funds. So, if you are looking beyond the stock market, you will find us there too! |
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| Real Estate |
| We offer niche property investment services. We bring in a combination of in-depth market knowledge and real estate industry experience to offer a range of specialized real estate investment services. According to the analysis of the needs and objectives of the investor, we provide expert advice and innovative real estate solutions to our clients. |
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| Loan Against Securities and Mutual Funds |
Our tie up with Aditya Birla Finance will allow investors to use their investments in shares as security for their borrowing, which in turn can fund the purchase of additional investments.
In this way clients are able to invest more and increase the size of their total portfolio. |
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| Gold |
| A healthy portfolio is about the diversification and management of risk. Holding gold in a portfolio can provide distinct benefits, its most valuable contribution to a portfolio lies in the fact that it is not correlated with most other assets. We offer multiple avenues of investing in gold so that you can benefit from effective portfolio diversification |
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| Life Insurance |
While offering solutions for building and preserving capital, Relationship Manager will offer you comprehensive advice on how best to protect yourself and your family against all the most serious risks that you face.
Our affiliation with Birla Sun Life Insurance provides the opportunity to obtain more favorable offers, which can result in lower costs and greater benefits. Our Policy Analyst review ensures that the planning you’ve previously done remains competitive and current. |
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| Our Services : |
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| Research |
| Our quality research provides clients with the information they need to make informed investment decisions. The Aditya Birla Money Wealth Management Research team is dedicated to keep you updated with an access to these publications and to a wide range of research tools including market depth, breaking commentary, long-term forecasts to detailed daily updates and the latest financial news. |
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| Highly proactive services |
| We deliver a fast, effective and friendly service that often exceeds our client's expectations. The service includes daily Market Update, Weekly Update on MF, Event Based SMS, you will be kept fully informed on the markets. |
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| Online Portfolio Access |
| Wherever you are, our network works for you. This process is simple yet efficient, and ensures that you are always aware of every detail regarding your investments. You can constantly monitor the composition of your portfolio as well as all transactions, which will enable you to see if you can meet your long term objectives. |
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| Financial planning |
| To complement your investment strategy we offer comprehensive financial planning. This planning session will be followed by a complimentary personalised report containing specific recommendations on the actions you need to take to achieve your financial goals. |
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| Regular Portfolio Reviews |
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Periodic reviews to ensure the integrity of the portfolio and continued viability of assets within the portfolio. We believe in diversification and are committed to providing a sound and conservative investment acumen.
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