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Service & Book Keeping

Confidentiality… of Paramount importance…..My word for it.

Apart from ‘doorstep’ service, all your investments are stored on an online platform with client login to access 24*7 your wealth status, asset allocation and history of transactions. The platform also has an ‘online transaction’ facility for several investment products that obviates the need for paperwork and signatures. Regular wealth reports are sent automatically and features enable it to generate ‘capital gains’ and ‘dividend’ reports for tax calculation and reporting purpose.

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