TAG Investments (a unit of TAGEALTH ADVISORY SERVICES PVT. LTD.) is a financial products distribution and taxation consultancy services firm.
We are registered as an Authorized Person with National Stock Exchange / Bombay Stock Exchange as a sub broker and licensed with AMFI (Association of Mutual Funds of India) as an ARN (AMFI Registration Number) holder. We are designated as a Broker Qualified Person with IRDA (Insurance Regulatory Development Authority). We have a team of Chartered Accountants to provide taxation consultancy services.
Over the last decade, TAG Investments has diversified into other businesses and today has the presence in businesses ranging from financial products network, asset management, real estate, insurance broking, taxation, global wealth advisory and we are growing. Our rich experience in financial services, combined with executional capabilities and strong process & system orientation, has enabled us to shape a rising growth trajectory in our businesses.
TAG Investments has a strategic partnership with advisory and broking firm(s) with a wide presence in India and Abroad. This ensures our clients get service wherever they are in India and abroad and it gives us immense confidence in delivering the promise of after sales service. From a humble beginning, TAG Investments over the years has evolved out to be a professionally managed, quality conscious and customer focused investment, insurance and taxation advisory firm.
TAG Investments develops tailored strategies to manage your financial future. Our robust national network brings together a common focus - a personal interest in meeting all of your investment, insurance and taxation needs as they change throughout your lifetime.
TAG Investments is client-focused and committed to wealth management. As an experienced financial advisory firm, we know that clients today demand a level of personal service and sustainable investment performance that can only be provided by the strongest financial organizations.
When you engage with TAG Investments, you:
- become part of an integrated, client-focused financial services firm committed to wealth management
- receive quality support from our advisor relationships
- have access to exceptional products, services and investment management tools and support
- work with world-class information technology
- team up with talented professionals in a performance-oriented environment
- benefit from high-quality educational investor awareness programs and unique opportunities to create wealth.
We are business partners with Motilal Oswal Financial Services Ltd. Get access to a world class technology platform to participate in the capital market like direct equity, model funds, derivatives, currency and commodities, sovereign gold bonds and much more.
Retail & Corporate
The firm delivers financial products and services to its retail, corporate and institutional clients.
The firm’s clients have access to offering, including cash accounts, savings and retirement solutions, investment fund products, as well as life insurance and advisory services and we take care of taxation related compliance as well. It provides solutions to its retail and corporate clients, offering access to capital markets (equity and debt capital) and Portfolio Management Services.
As a part of the broking industry in India, we understand that the essence of insurance broking is customer relationships based on unwavering trust, the kind of trust that assures our customers that their best interests are always kept in mind. We have consistently demonstrated that the best way to serve customers is to understand their business and their needs, and then to craft customized solutions and provide superior customer support – support that is personalized, thorough and always there when our customers need it.
In addition, we have developed product-specific competencies that allow us to respond to unique demands and opportunities in specific vertical markets.
We have been involved as insurance consultants for large corporates and have been instrumental in setting up corporate consultancy. Our consultants and mentors were able to establish and prove to the corporate world about their expertise and prowess in the areas of insurance.
This expertise does not flow only from the knowledge on insurance and insurance policies, but more importantly from handling complicated claims situations which requires an understanding of the client’s business, both technically and commercially. This intimate knowledge which we have inherited, gives us a definite edge over the others in the community.
Retail & Corporate
The firm delivers insurance products and services to its retail, corporate and institutional clients.
The firm’s retail clients have access to offering, including life insurance, health insurance, personal accident, critical illness cover and advisory services. With our expertise ranging from handling projects from construction, manufacturing to liability deals, we provide a comprehensive array of property, health, employee benefit, liability, reinsurance and risk management services to our corporate clients.
TAG Investments in partnership with Chartered Accountants provides consultancy services in the field of auditing, taxation, corporate laws, FEMA (Foreign Exchange Management Act), GST (Goods and Services Tax), accounting solutions, finance, intermediary for e-filing of income tax returns and management consultancy services.