Wealth & investment management
 
 

We assist High Net Worth (HNW & UHNW) Non Resident / Resident Indian Individuals (NRIs), families, Trusts & Institutional clients in creating, building , growing and managing wealth in multiple asset classes through prudent, objective, researched investment and multi asset allocation strategies tailored to their risk profile. We have developed expertise in the full spectrum of asset management advisory, research and execution.  Our services are offered through Financial Planners registered with Securities and Exchange Board of India (SEBI), Independent Financial Advisors, Distributors registered with the Association of Mutual Funds in India (AMFI) and empanelled with most of the Asset Management Companies for the following investment products. We also provide support services to Wealth Advisors / Distributors / like NAV broadcast, NAV updating, performance analysis of and re-balancing of portfolio including Mutual Fund Schemes

Mutual Funds

  1. Equity oriented Schemes
  2. Balanced Funds
  3. Hybrid Schemes
  4. Fixed Maturity Plans
  5. Interval Schemes
  6. Tax Saving Schemes (ELSS)
  7. Exchange Traded Funds (ETFs)
  8. Retirement planning Schemes
  9. Income Funds
  10. Fund of Fund Schemes
  11. Money Manager Funds
  12. Liquid Funds
  13. National Pension Fund
  14. REIT

Alternative Investments

If you are risk averse and are interested in fixed interest / return investments we have many options
  1. Company Deposits
  2. Capital Gains Tax 54E Saving Bonds
  3. Tax saving Bonds

Contact us for opportunities 

Direct Investment in Capital Market

  1. Initial / Follow up Public Offerings (IPO/ FPO) of Equity, Preferred Shares / Stocks, Bonds and Debentures in Public Limited Companies for Listing on recognized Stock Exchanges.
  2. Direct investment in / purchase of Securities of Listed Companies through brokers

Stock Trading

SMC Global SecuritiesMoneywise be wise. Offline or Online trading through reputed SMC Global Securities. SMC Global Securities Ltd., renowned online stock brokers in India, offers you offline or online stock market. 
  1. Cash Market
  2. Futures & Options
  3. Commodities
  4. Currency Futures
  5. Interest Rate futures
Sign up for Demo trading on world class portal today.

Contact us further for Forms / information.

Disclaimer: Investment products have associated risks. Investors are advised to read the Offer & Scheme Information Document, Statement of Additional Information application form with Key Information Memorandum and other related documents, conduct their own due diligence before investing.

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No.108, 4th Street,
Karpagam Avenue,
R.A.Puram,
Chennai - 600 028.
Email : contactus@centaurfinance.com
 
   
 
 
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