Our Investment Products
Mutual Funds & SIP
Mutual funds and Systematic Investment Plans (SIPs) offer a disciplined way to grow your wealth over time.
Types of Mutual Funds:
Equity Mutual Funds
Debt Mutual Funds
Hybrid Mutual Funds
Tax-Saving ELSS Funds
Equity
Invest directly in the stock market with professional guidance to build a strong equity portfolio.
Our Services Include:
Stock selection & research
Technical & fundamental analysis
Diversified equity portfolios
Long-term wealth creation strategies
Exchange Traded Funds (ETFs)
ETFs provide a low-cost, diversified investment option for investors seeking exposure to multiple asset classes.
Why Choose ETFs?
Lower expense ratios
High liquidity & market flexibility
Wide variety of asset options
Portfolio diversification
Insurance
Protect your financial future with comprehensive insurance plans.
Insurance Plans We Offer:
Life Insurance
Health Insurance
Business & Asset Protection Plans
Term Plans & ULIPs
Portfolio Management Services (PMS)
For HNIs seeking professional investment management, we offer customized PMS solutions.
PMS Includes:
Equity portfolio management
Debt & hybrid investment strategies
Customized asset allocation
Regular portfolio rebalancing
Bonds & Fixed Deposits
Secure your wealth with low-risk investment options.
Investment Options:
Government & corporate bonds
Fixed deposits with top banks & NBFCs
Tax-free bonds & high-yield deposits
Capital protection plans
Loan Against Mutual Funds
Unlock liquidity without selling your investments.
Key Benefits:
Quick processing & minimal paperwork
Competitive interest rates
Continued investment growth
Flexible repayment options
