CITADEL Wealth Advisory Services Pvt. Ltd
CITADEL Wealth Advisory Services Pvt. Ltdis into the business of providing Financial Consultancy and Advisory services. We constantly Endeavour to assess the needs of our clients to ensure that their financial future is secure forever. Our Investment Philosophy is the best in the industry. Our priority is customer service and we keep stretching ourselves in this regard.
Our Wealth Management Services include services for investment in equity, mutual funds, debentures, bonds, portfolio management, financial planning, risk management, insurance, endowment, pension planning, estate planning, direct and indirect tax planning.
We are into the business of Life insurance and act as a corporate agency under composite category for sourcing Life, Health and General insurance.
We also provide advisory services in the areas of arranging for loans and advances, lease operations of all kinds including purchasing, selling, hiring or letting/leasing on hire all kinds of plant, machinery and equipment and assist in advising and arranging for syndication of financing of all and every kind.
We act as advisors and consultants in respect of personal and corporate investments. We have tied up with some of the big names for Mutual funds, Fixed deposits, Bonds/NCDs. As a part of wealth management services, we track Client Portfolios from time to time and service them accordingly.