Products & Services
We provide our clients with a basket of fixed income products such as Corporate FDs, Taxable & Tax-free Bonds, PSU and Corporate Bonds, Structured products, Capital Gain Bonds, RBI Bonds, Central and State Govt. Securities, and Govt. Guaranteed Bonds. Our objective is to ensure that clients can diversify their portfolios effectively. We aim for stability and consistent income through these fixed income products, offering various options for different investment needs and risk preferences.
We offer a comprehensive selection of Mutual Fund Schemes across debt, equity, and hybrid categories, catering to various investment horizons and risk appetites. Our approach ensures that clients can choose from a diverse range of funds tailored to their specific needs. By providing expert guidance and support, we help clients make informed decisions, optimizing their portfolios for better returns and balanced growth over time.
We provide investment options such as AIFs and PMS to our HNI clients willing to take higher risk to diversify their investment options and to maximize their returns. These products are designed to meet the sophisticated needs of high net worth individuals, offering tailored solutions. Our focus is on delivering exceptional performance and strategic growth, ensuring that clients achieve their financial goals effectively.
We recommend our clients to buy insurance products to provide cover for their family. Our primary focus is currently for them to buy Term Insurance, ULIPs, and Guaranteed Products. By offering these options, we ensure that clients can secure their family’s future and financial stability. We guide clients through the selection process, helping them choose the best policies for their specific needs and circumstances.
We believe that gold acts as an inflation hedge and recommend clients to allocate some portion of their investment in gold. We provide the following options to invest in gold such as Gold Funds, Gold ETFs, and Sovereign Gold Bonds. These products offer a safe and reliable way to include gold in investment portfolios, ensuring protection against inflation and market volatility, while also benefiting from gold’s growth potential.
NPS is a pension scheme introduced by the Government of India with the objective of providing retirement income to all citizens. We help in the selection of the NPS fund managers and the asset allocation. Our services ensure that clients can plan their retirement effectively, with a focus on long-term stability and growth. We guide clients through the NPS process, helping them maximize their retirement savings and benefits.
