Mutual Fund Portfolio Services
- Mutual Fund Advisory
- Equity Portfolio Management
- Systematic Investment Plans (SIP)
- Asset Allocation Strategy
- Market Research & Analysis
Retirement Planning Services
- Pension Plan Advisory
- National Pension Schemes
- Annuity Plans
- Fixed Monthly Incomes
- Immediate Annuities
- Systematic Withdrawal Planning (SWP)
Insurance Related Services
- Life Insurance
- Health Insurance
- Motor Insurance
- Travel Insurance
- Cyber Security Insurance
- Personal Accidental Insurance
Tax Planning
- Tax Saving Investments
- ELSS Mutual Funds
- Public Provident Fund
- Capital Gain Calculations
Investments for Child’s Education & marriage expenses
- Cashflow for Recurring School Fee
- Fund for Higher Education
- Fund for Education in Abroad
- Fund for Marriage Expense
Specialized Investment Fund(SIF)- Distribution Services
- Minimum Investment -10 Lakhs
- Wealth Creation via SIFs
- Suitable for HNIs and Professional Investors, Accredited Investors
- Managed by Professional Fund Managers
- Governed by SEBI (Securities and Exchange Board of India)
Alternative Investment Fund(AIF)- Distribution Services
- Minimum Investment -1 Crore
- Invests in SMEs, Start-ups, new economically viable business opportunities, Listed companies, unlisted companies under three categories: cat-1, cat-2 and cat-3
- Suitable for HNIs and Professional Investors, Accredited Investors
- Managed by Professional Fund Managers
- Adhere to SEBI (Securities and Exchange Board of India) Regulations 2012
Portfolio Management Services(PMS)- Distribution Services
- Minimum Investment -50 Lakhs
- Offers Discretionary PMS and Non-Discretionary PMS Models.
- Suitable for HNIs and Professional Investors, Accredited Investors
- Managed by Professional Fund Managers
- Adhere to SEBI (Securities and Exchange Board of India) Regulations 2012
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