OUR OFFERINGS

Mutual Fund

PMS

Fixed Income Instruments

Insurance

Mutual Fund

Mutual funds have become a popular tool for investments in the Equity Markets. Well-regulated Industry, Expert Fund Managers, Innovative offerings, Ease of Transactions, Transparency are the few salient features of this investment methodology. The inculcation of discipline through Systematic Investment Plan has helped millions of Indian families achieve their financial goals. An easy & convenient way to create wealth in the long term makes Mutual Fund the preferred choice of many investors.

Fixed Income Instruments

For Investors with goals for fixed income, a bouquet of products ranging from Bonds, NCD, Corporate Fixed Deposits is available. These instruments also help investors maintain their asset allocation and fund the most important goals of their life, like Children’s Higher Education, Children’s Marriage, and Monthly Income need during Retirement.

Insurance

Insurance protection is a must for everyone in this journey of achieving financial goals. Any untoward incident like untimely death or major sickness can derail the financial journey of not only the individual but of the entire family. Hence various types of Insurance cover, namely Term Insurance and Mediclaim Policies, are must for each and every household.

Portfolio Management Services

Portfolio Management Services is product suitable for investors who are willing to experience the flavour of Direct Stocks yet want a professional team to manage it. It is well regulated product aimed at creating wealth over longer period of time.
Investors benefit from highly experienced Portfolio Managers , a sound investing philosophy , innovative product mix and structured approach for Equity Investing.