Services
MUTUAL FUND INVESTMENT
Equity & Debt Mutual Funds
1. SIP (Systematic Investment Plan)
2. Lumpsum Investment Plan
3. STP (Systematic Transfer Plan)
4. SWP (Systematic Withdrawal Plan)
LIFE INSURANCE
Risk Management and Tax Efficient Wealth Creation
1. Term Plan for Risk Management
2. Traditional Plan for Savings
Channelization & Risk Management
3. ULIPs ( Unit Link Insurance Plans) for
Wealth Creation and risk management
HEALTH & PERSONAL ACCIDENT INSURANCE
Cover medical expenses that arise due to an illness.
1. Reimbursement of medical costs, provide compensation
in case of disability or death caused by accidents
2. No matter how much you are earning or
how much you have saved, your financial
position can be dented by an unexpected
event in a moment.
BONDS AND NCDs
Bonds issued by Government entities
and Corporates
1. Secured Corporate & Government Bonds
2. 54EC Capital bonds
3. Non Convertible debentures through
IPO and Secondary Market
PMS (Portfolio Management Services)
1. Ideal for investors seeking customized investment portfolios that are tailored to their specific financial goals and risk tolerance.
2. It caters to individuals with higher investment capacities with minimum Rs. 50 Lacks & above offering personalized attention, active management, and a diverse range of investment strategies.
AIF (Alternative Investment Funds)
1. Pooled investment vehicles that allow investors to diversify their portfolios by investing in asset classes beyond traditional stocks and bonds.
2. These funds typically include investments with minimum Rs. 1 Crore & above.