From shortest-term deployment of funds to planning your retirement, we pledge to go the extra mile to ensure that you reach your chosen financial goals.
We offer a wide range of professional services with a team of trained, experienced professionals. Our team has wide capital markets and investment advisory experience and is dedicated to making your investments work for you.
- Consolidated portfolio summary of all your mutual fund investments
- Fixed income securities
- Wealth builder
- Sun secured advantage
- Online, internet access to invested portfolios
- Direct credit / debit facilities for all your investments
- Periodic meetings with leading fund managers and industry experts
- Broader relationship management offerings like Priority Banking or Private Banking subject to minimum threshold