Comprehensive Financial Solutions: Mutual Funds, Capital Markets, Real Estate & More

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.

Bonds

Tax exemption: They offer a way to save on long-term capital gains tax under section 54EC of the Income Tax Act, 1961, by investing the profit from the sale of a long-term asset like land or a building.

Issuers: These bonds are issued by government-owned infrastructure companies like the Power Finance Corporation (PFC) and Rural Electrification Corporation (REC).

AIF - (Alternative Investment Fund)

What it is: A privately pooled investment vehicle that offers an alternative to traditional investments like mutual funds.
Purpose: To provide investors with access to non-traditional markets like private equity, venture capital, and real estate.

Specialised Investment Fund (SIF)

Purpose: To bridge the gap between traditional mutual funds and Portfolio Management Services (PMS).

Target investors: Designed for sophisticated or institutional investors, often with a minimum investment of ₹10 lakh.

Strategy: Offers more flexibility than standard mutual funds, allowing strategies like long-short, sector rotation, and dynamic asset allocation.

Will writing services

Help create a legally sound document (a will) that outlines how a person's assets will be distributed after their death.

PRODUCT BASKET