Our Products
1. MUTUAL FUNDS
A great tool to take advantageous returns of equity investing while staying away from the concentrated risk of buying a single stock. Risk and Return ratio varies from product to product.
2. LIFE INSURANCE
Protect your loved ones from the unfortunate event of your death, while generating a passive income for them to survive and thrive. There are various solutions designed for various needs of clients.
3. GENERAL INSURANCE
With protecting your cars against damage to your home to business premises, anything and everything comes under general insurance. Events are uncertain. Better be well prepared in advance than be sorry for the damage done later.
4. HEALTH INSURANCE
With rising inflation and medical bills, Health Insurance is the need of the hour. This is protection of your pocket against the decline in your wealth.
5. TERM INSURANCE
A simple no nonsense life insurance plan where the dependents get money on the unfortunate event of death. It is a pure Insurance plan for your family’s protection.
6. SIP
SIP or SYSTEMATIC INVESTMENT PLAN basically enables you to invest in a particular mutual fund portfolio or STOCK consistently every day, week or month. The basic strategy is to invest in a disciplined manner and generate beautiful returns on your portfolio. Remember “DROP BY DROP FILLS THE PITCHER“.
7. SWP
SYSTEMATIC WITHDRAWAL PLAN, as the name suggests is withdrawal of a fixed amount from a well built mutual fund portfolio. It helps generate passive income at the time when active is stopped. No need to depend on anybody for financial stability.
8. STP
STP OR SYSTEMATIC TRANSFER PLAN is a tool to tackle market uncertainties by parking lumpsum money in a safe fund and transferring amount step by step into equities thus taking advantage of the falling market.
9. SMALLCASE
Smallcase is a basket of stocks or ETF’s representing a theme or strategy. Examples- Sectoral small cases allow you to invest ins stocks of a particular sector like Technology/pharma etc.
10. LOAN AGAINST MUTUAL FUNDS
Why redeem your hard built mutual fund portfolio and compromise on your goal achievement when you can mortgage your investment and take care of your emergency cash flow while your investment keeps on growing. NO RISK.
11. LOANS
When you need money, we are there to provide the same following some basic checks and documents.
12. PORTFOLIO MANAGEMENT SERVICES(PMS)
Managing the DEMAT equity portfolio is not easy. PMS is the answer to the same where professional portfolio managers manage the equity portfolio to generate the highest returns possible.HIGH RISK.
13. DEMAT
An account required to invest in stock market. A proper guided approach for long term investing and growing 10x.