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
We have all the mutual fund schemes on offer by virtually all the Asset Management Companies (AMCs) in the country. As a client, you can access any scheme with us, either in physical mode or even in a demat /stock-exchange mode with Trading Account services.
Equity and ETFs
Equities offer direct company ownership, while ETFs provide diversified exposure through a basket of securities.
NPS(National Pension System )
The NPS is a government-backed retirement scheme offering flexibility, savings, and potential returns for a secure future.
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
Experience quality risk advisory and management services with our insurance solutions. We offer the best of risk management advisory available in insurance.