Mutual Funds
A mutual fund is a professionally managed investment vehicle that pools money from investors to invest in different asset classes.
- SIP
- Daily SIPs
- ELSS Tax Saving Funds
- Index Funds
- Exchange Traded Funds (ETFs)
- Child Education Funds
Managed Portfolio
Professionally managed investment portfolios designed around your financial objectives, risk profile and investment preferences.
- Alternative Investment Funds (AIFs)
- Specialised Investment Funds (SIFs)
- Portfolio Management Services (PMS)
Fixed Income Products
Investment options focused on stability, regular income and portfolio diversification through fixed-income investments.
- Corporate FDS
- 54EC Bonds
- RBI Bonds
- Non-Convertible Debentures (NCDs)
- Sovereign Gold Bonds (SGB)
Capital Market
Market-linked investment opportunities with structured guidance to help you participate in the growth potential of capital market.
- Demat Account
- Equity Broking
- IPOs
- Currency
- Commodity
- Right Issue & Buyback Assistance
Insurance & Risk Protection
Insurance protection to safeguard your life, health, income and financial commitments against unexpected risks.
- Life Insurance
- Health Insurance
- Personal Accident Insurance
- Motor Insurance
- Travel Insurance
- Home Insurance
- Professional Indemnity Insurance
Retirement & Pension
Retirement-Focused Strategies designed to help you build a sufficient corpus and create financial independence for your post-retirement years.
- Retirement Corpus Assessment
- Pension Assessment
- National Pension Systems (NPS)
- Systematic Withdrawal Plan (SWP)
Estate & Legacy Structuring
Thoughtful wealth structuring and legacy guidance to organise, protect, and facilitate the smooth transfer of your wealth to your loved ones and future generations.
- Customized Will
- Joint Will
- Gift Deed
- Private Family Trust
- Inheritance Structuring
- Succession Structuring
Unclaimed Investment Recovery
Professional assistance in identifying and recovering eligible unclaimed investments and financial assets.
- IEPF Claims
- Physical Share to Demat
- Duplicate Issue of Shares
- Transmission of Shares
- Unclaimed Dividend
- Unclaimed Mutual Funds
- Unclaimed Insurance
- Documentation Support
Financial Wellness Assessment
A comprehensive review of your financial position to identify gaps, priorities and opportunities for better financial assessment.
- Financial Health Check-up
- Financial Need Assessment
- Child Education & Future Assessment
- Retirement Readiness Assessment
- Risk Protection Assessment
- Insurance Adequacy Assessment
- Investment Portfolio Assessment
- Tax Efficiency Assessment
- Debt Assessment
- Emergency Fund Assessment
Financial Literacy & Investor Education
Practical financial knowledge to help you understand investments, organise your finance wisely and make informed financial decisions
- Investment Awareness Programs
- Retirement Readiness Workshop
- Women’s Financial Literacy Programs
- SIP Awareness Sessions
- Tax Harvesting Workshop
