Solutions & Partners | MGR WealthPro

Holistic Strategy

Wealth Management

Personalized goal-based planning
Scientific asset allocation
Integrated solutions across asset classes

Growth & SIPs

Mutual Funds

Equity, Debt & Hybrid advisory
Goal-linked SIP solutions
Systematic rebalancing

Specialised Funds

SIF

Thematic & sectoral focus
Professional portfolio management
Tactical asset allocation strategies

HNI Focus

PMS

Customized portfolios (₹50 Lakhs+)
Direct security ownership
Active research-driven management

Alternate Assets

AIF

Private Equity & Venture Capital
High-growth non-traditional assets
Long-term capital appreciation

Capital Preservation

Fixed Income

Bonds & NCDs
Government Securities & T-Bills
Annuity & Income Plans

Global Citizens

NRI Investing & GIFT City

India-focused global portfolios
Repatriation & compliance management
Cross-border wealth architecture

Financial Security

Life Insurance

Risk & income safeguarding
Tax-efficient legacy planning
Goal-shielding protection

Medical Safeguard

Health Insurance

Emergency medical risk protection
Customized life-stage coverage
High-value health protection

Business Continuity

Corporate Insurance

Assets & liability protection
Group health & life solutions
Tailored risk management

Debt Advisory

Loans

Home, Business, Vehicle, LAP & Project loans
Balance transfer optimization
End-to-end documentation support

Regional Market

Real Estate

Chhattisgarh Residential & Commercial
Verified developer access
Capital appreciation advisory

Professional Solutions

Wealth Management

Mutual Funds

SIF

PMS

AIF

Fixed Income

NRI Investing & GIFT City

Life Insurance

Health Insurance

Corporate Insurance

Loans

Real Estate

Wealth Projection Tools