SERVICES
Unlocking Financial Potential with Ekagrah Investments
At Ekagrah Investments, we pride ourselves on being your trusted partner in navigating the complex landscape of financial management. With a commitment to excellence and a focus on personalized service, we offer a comprehensive suite of services designed to meet your diverse financial needs and aspirations.
Investments
Making investments is essential for achieving financial goals. We meet our customers’ investment needs and preferences throughout their life cycle stages by providing access to a variety of services such as research, direct investments, futures and options, fixed income, gold bonds, retirement products, financial planning, global investments, and so on, all of which are brand agnostic and open architecture in nature.
Wealth Management
Your trusted partner for wealth creation, preservation, and transfer. Our knowledge and expertise allow us to provide fair and timely advise on a wide range of financial and non-financial requirements, including investments, insurance, borrowing, and estate planning. Our services are used by successful individuals with high and ultra-high net worths, as well as family offices.
Wealth creation
- Maintaining a stable rate of growth above inflation while taking reasonable risks.
- To do this, diversify asset classes, use various fund managers, diversify geographically, and use an open architectural model.
Wealth transmission
- Identify relevant estate transmission structures based on the estate’s type and beneficiary mix.
Insurance
Managing the risks that could jeopardize your financial goals is critical. We offer a comprehensive choice of life, health, and general insurance products from a variety of partners, as well as retirement solutions to help you plan for your senior years. To secure your family, business, and investments, you must prepare for the unexpected. Insurance is one tool that can help you attain this goal. We assist families in assessing their insurance needs, completing due research on available options, acquiring policies, and monitoring the same. Some of the services provided include security risk assessment, asset protection, and data security.
Loans
We recognize the necessity of borrowing, whether to acquire an asset, celebrate key anniversaries such as weddings, or to expand your business. From our partners, we offer home loans, personal loans, business loans, loans against shares, loans against mutual funds, ESOP funding, and other services.
Tax and Advisory
Tax and legal advice become more important as families grow and there are more companies involved. These functions have a substantial impact on a family’s finances and should be handled by experts. Through our collaborative network, we assist families in developing a tax strategy and ensuring that all entities are tax compliant, as well as providing legal advice