The goals that matter to you matter to us
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We are committed to every client receiving :
One to one financial Solutions based on your goals and needs
We begin with what’s most important to you – from goals that can include retirement or education, to a major purchase like a second home.
Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty
We provide investment, asset allocation, and portfolio recommendations based on your individual goals and personal risk tolerance.
Regular meetings to review your goals, progress and investments
We document your goals, meet regularly to review and analyze your progress, update your approach as life changes and help you track your progress along the way.
Anytime access to your investments and digital tools
At any time, from any device, access your investments and accounts, track your progress toward your goals and share information with your advisor, safely and securely.
Helping you achieve your financial goals
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Get personalised support as you strive towards your goals, no matter where you are on your financial journey
Services Offered
Mutual Fund
A mutual fund is a professionally managed investment vehicle that pools money from many investors and invests in different securities
PMS & AIF
PMS & AIF offers customized wealth management solutions, tailored to goals, risk and investment horizon
NPS
The National Pension System (NPS) is a government-backed voluntary retirement savings scheme
Fixed Deposits
Corporate Fixed deposit
Capital Gain Bonds
Tax saving Capital Gains Bonds
Insurance – Health & Term
Protection against financial risks by covering losses of the insured during the unforeseen and adverse circumstances.
Book your consultation today
Contact
E 501, 5th Floor,
Mathias Plaza,
18th June Road,
Panjim, Goa 403001
Call/WhatsApp
+91 827 56 22 888
© Aquila Asset