Cedric Bailey

Financial Freedom

o Multiple products and value-added services from wealth preservation to distribution guaranteed to market linked products under one roof. o Goal based discussion through process driven approach. o Technical way of discussing your risk appetite through AIS (Automated Investment Solutions). o Readymade portfolio so as to restore asset allocation, weeding out old performing schemes through MARS - Mutual Fund Automated Rebalancing System. o Mapping your goals with your investments so as to know your progress. o Periodic review on your portfolio. o Online platform of E-Wealth Desk and Client Desk. o Loan against securities for short term need of money. o Regular investor meet sessions for regular updates and investor empowerment. o Wealth Creation products - Equity Mutual Funds - Equity & MF PMS (Portfolio Management Service) - Direct equity o Wealth Protection products - Insurance - Loans o Wealth Creation products - Debt Mutual Funds - Taxable & Tax-free bonds - FD & NCD - NPS (National Pension System o Asset Management o Regular Income Solution o Short, medium & long-term Investment Solution o Retirement Solution o Insurance products such as: - Life / Term - Health - Motor - Personal Accident - House - Travel - Critical Illness