Having an adequate product basket across different assets classes, risk profiles and by different companies is very crucial to offer holistic, unbiased and need-based structured solutions or strategies to clients. We proud ourselves in providing our clients with a single point, unrestricted access to a rich basket of growing financial & non-financial products.
Mutual Fund
A mutual fund is a professionally managed investment fund that pools money from many investors to purchase securities. These investors may be retail or institutional in nature.
- Equity Funds
- Debt Funds
- Hybrid Funds
Insurance
Insurance refers to a contractual arrangement in which one party, i.e., the insurance company or the insurer, agrees to compensate the loss or damage sustained to another party, i.e. the insured, by paying a definite amount in exchange for an adequate consideration called a premium.
- Life Insurance
- Auto Insurance
- Personal Accident Insurance
Financial Planning
- Retirement Planning
- Children Future Protection Planning
- Estate Planning
- Tax Planning
- Wealth Management
- Wealth Creation & Wealth Protection
Portfolio Management Services (PMS)
Portfolio Management Services (PMS) have become a popular investment vehicle for high-net-worth individuals (HNIs) in India. This sophisticated approach to wealth management offers customised solutions tailored to specific financial goals, risk tolerance, and investment horizons.
- Discretionary PMS
- Non-discretionary PMS
- Advisory PMS
