Services

1.Mutual Funds: Mutual fund industry is the fastest growing industry in the financial investment sector & has witnessed multi-fold growth over the last 3-4 years. It has the potential of wealth creation along with efficiency and power of rupee cost averaging, power of compounding, and scalability to exponential levels of returns. Considerable options are available in Equity & Debt market-oriented mutual funds which offer the flexibility of investment horizon as low as few days to as high as multiple years, that too with risk optimization best suited to investors risk appetite.

2.Portfolio Management Services Assistance: We welcome the aggressive visionary investors with a higher risk appetite to seek our assistance in managing their existing Mutual Fund Portfolio to assess it for asset reallocation of investment and return enhancement. 

The equity market, out of its inefficiency in favor of investors gives opportunity on every downside to invest & needs a lot of extensive research work into the intrinsic valuation of various corporates to ensure fair value investments, which is well arranged under our assistance through Asset Management Companies like Kotak Mutual Fund, ICICI Prudential Mutual Fund, DSP Blackrock Mutual Fund, Reliance Mutual Fund and many more, with an investment ticket size of INR Fifty Lacs onwards, planned through strategic sectoral market capitalization with a mix of bottom-up or top-down approach.

3.Bullion (Gold & Silver-Physical/Electronic Mode): Gold & Silver is largely invested into by Indian families with a strong belief they have in its element of prosperity & growing affluence, along with the ornamental value it creates in the life of women of India, in the same spirit of emotional connect, we provide organized supply of physical delivery and electronic form of gold and silver.

Minted products with refinery authenticated purity & GoI controlled pricing through Stock Holding Corporation Of India Ltd. being its authorized business partner. Every festive season our clients are welcome to own the glitter of gold and also gift it to nears and dears.

4.Financial Planning: In every phase of life planning is required and every investor thinks about it but, most of the time its ignored for want of appropriate advisory, we at CARTOR GLOBAL help our clients in acute financial planning by rigorous deliberation applied on our clients existing investments based on quantitative & qualitative information shared with us so that it is analyzed as per clients long term & short term needs, financial modeling is done through "S.M.A.R.T FINANCIAL GOAL PLANNING" and detailed financial planning report followed with asset allocation, horizon planning, designing of the best-suited portfolio, implementation of investment plan & further scheduled monitoring through our robust digital platform.........

Please call us to know more...

  • Wealth Management 
  • Financial Investments Assets [Mutual Funds/ Fixed Deposits/ Savings Schemes/ NPS/ Corporate Deposits/ Bullion] 
  • S.M.A.R.T Financial Goal Planning
  • Succession Planning
  • Retirement Planning through NPS

  • Intellectual Property Rights Management & Planning

  • Real Estate and Franchising

  • Venture Selling/ Capital Funding Raising(VC)

  • SME Acquisitions

  • Assistance in Investment Banking Structured Products & High-Value Funding

  • Specialized NRI Services

 

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