WEALTH PLANNING SERVICES

n3 Wealth Planning Services based on detailed analysis of financial needs, current portfolio, liquidity, investment goals, needs gap and risk appetite.
In depth training to select clients on investment products and their respective market opportunities and threats. Train them on online trading and investing in Equities, Futures & Options, Bonds, Currencies, Precious Metals and Mutual Funds.
Teach them to read, analyze and interpret Technical Charts and take independent trading calls keeping their risk appetite in calculation. To understanding each asset type in minutest of details and their respective risk- reward ratios, tax structure, pay off calculations, settlement cycles and performance indicators.
Our sole aim is to enable them to eventually grow towards independently managing their own portfolios.

CORPORATE TRAINING

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Our training modules are based on core Finance specializations. This is important for corporates who constantly strive to upgrade the financial skill sets and domain knowledge of their employees and vital for those wishing to advance their career in a structured manner in the finance vertical.

CONSULTANCY PRACTICES

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We provide Financial consultancy to select companies towards their business expansion and capital raising. Team up with experienced market specialists to customize tailor made solutions and strategies. We reach out to High Networth and Institutional investors to assist them in….
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