Products

Professional management, Diversification and tax efficiency are the pillars of a good portfolio and Mutual Funds offer all of these and more. It’s the best suited investment vehicle to cater to your various investment objectives. With strict regulations and compliance parameters, Mutual Funds are a must in every portfolio.

Suited For:

• Families
• Professionals
• Firms/Businesses
• Trusts

Nothing pays you as handsomely as investing directly into equity, if invested at the right time. Here we carefully cherry pick stocks that will give your investments an added edge.

Suited For:

• Families
• Professionals
• Firms/Businesses

One of the least understood asset class, which is high on predictability and capital protection. It is said that for one’s portfolio… Equity should be managed passively and Debt should be managed actively. In today’s dynamic debt markets it is essential you invest in this, to grow your wealth. With Bank FD rates at the lowest levels, one must look at other available options. Needless to say, we prioritize safety first!

Suited For:

• Families
• Professionals
• Firms/Businesses
• Trusts

PMS is a unique product specifically offered to high net worth individuals who wish to opt for personalized and professional management of their investments to create wealth. These are concentrated strategies and not based on the Indices, hence irrespective of where the market moves, they are able to deliver better returns. PMS can be very aggressive with the potential to generate higher returns.

Suited For:

• Families
• Professionals
• Firms/Businesses

A Structured Product, also known as a market linked investment, is generally a pre-packaged investment strategy based on derivatives, such as a single security or a basket of securities (or financial assets). A feature of some structured products is a “principal guarantee” function, which offers protection of principal if held to maturity.

Suited For:

• Families
• Professionals
• Firms/Businesses

Recently SEBI (Securities and Exchange Board of India) has launched Alternative Investment Funds or AIFs. AIFs are a newly created class of pooled-in investment vehicles for investments in real estate, private equity and hedge funds.

Suited For:

• Families
• Professionals
• Firms/Businesses

Most families have several insurance policies but rarely planned for future needs. Today, individuals and families need to know the right amount of Insurance needed to secure their future and also ensure a comfortable lifestyle for their loved ones. An Insurance policy can serve a dual purpose of savings and making a provision. A thorough forecasting technique ensures that these needs are achieved for each client.

Suited For:

• Families
• Professionals

Health insurance provides people with a much-needed financial backup at times of medical emergencies. Health risks and uncertainties are a part of life, but one can certainly be prepared for the financial aspect. One of the ways to be financially prepared against uncertain health risks is by buying health insurance. Health insurance is a type of insurance coverage that pays for medical expenses incurred by the insured. With the constant increasing prices of healthcare in our country, and with the ever-rising instances of diseases, health insurance today is a necessity.

Suited For:

• Families
• Professionals