Services

Check out our range of services

IPO

An Initial Public Offering (IPO) is when a private company goes public by selling a portion of its stake to investors.

NRI Corner

Check your financial accounts, especially if you live abroad. You may have accounts in India, such as savings bank and demat accounts.

Systematic Investement Planning (SIP)

SIP entails investing a fixed amount regularly, avoiding market timing. This averages the investment cost, acquiring more units during market lows and fewer during highs.

Equity

Equity is the value of ownership in an asset. In a firm, it’s the cash value of shares, calculated by multiplying the equity value of a single share by the total number of shares held.

Mutual Funds

Investors receive units in proportion to their contribution to the fund, determined by the amount they invest.

Fixed Deposit

Fixed deposits, offered by major financial institutions, provide guaranteed interest rates. Senior citizens often enjoy special rates and flexible interest payment options, with no market-related risks.

Portfolio Management Systems

Portfolio Management Service is a personalized professional offering for diverse investors, including individuals and high-net-worth institutional entities.

Loan Against Mutual Funds

If your mutual fund investment is idle, this is an excellent way to quickly raise capital for short-term financial needs.

World Stocks

Indian investors can diversify beyond the Indian stock market by investing in US stocks such as S&P 500, Dow Jones, Nasdaq, or other listed companies.

Alternate Investment Funds

Alternative Investment Funds (AIFs) are exclusive, privately pooled funds mainly sought after by institutions and high-net-worth individuals due to their unique investment structure and substantial capital requirements.

Insurance

Life insurance is a contract where the insurer pays a sum to named beneficiaries upon the insured’s death, in exchange for premiums paid during the policyholder’s lifetime.

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