Full Suite Company Secretarial Services for an Indian Wealth Management Firm The Client Our client is a professional Wealth Management Company in India, engaged in all types of financial services, including but not limited to stock broking, depository participant, portfolio management, investment advisory, lending activities, distribution of financial products offered by companies, financial institutions & banks. Challenges 1. To work in a dynamic business environment and to be able to adapt and ensure completion of client’s secretarial compliances/transactions while dealing with multiple stakeholders and liasoning with legal counsels, wherever required.

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