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. Mutual funds have advantages and disadvantages compared to direct investing in individual securities.
NPS (National Pension System)
The NPS is a government-backed retirement scheme offering flexibility, savings, and potential returns for a secure future.
Equity and ETFs
Equities offer direct company ownership, while ETFs provide diversified exposure through a basket of securities.
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.
Loan against MF
A loan against mutual funds is a financial product that allows investors to borrow money from banks or non-banking financial companies (NBFCs) using their mutual fund holdings as collateral.
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.
