SERVICES WE OFFER
Mutual Fund Distribution
Mutual funds are ideal for investors who want to invest in various kinds of schemes with different investment objectives but do not have sufficient time and expertise to pick winning stocks. Mutual fund investments give you the advantage of professional management, lower transaction costs, and diversification, liquidity and tax benefits.
- Disciplined investment approach
- Invest via Lumpsum and SIP mode
- Low transaction cost
- Diversification of portfolio
- Liquidity and Tax benefits
- Reduced risk of investing
It is our strong belief that mere insurance is not sufficient but appropriate cover at all times against relevant risks is very important to ensure the financial well-being. The idea is to get the right coverage, at the right time, through the right product and at the right cost to the client. We have empanelment with Life Insurance Corporation and HDFC Life Ltd, two top insurance companies of the country.
Bonds are a one-stop solution for investors looking for a fixed and high-interest rate for a specified period of time. It carries low risk which can be managed by investing in NCDs of companies with a high ratings.
- Higher Liquidity
- Diversification of Portfolio
- Regular Interest Income
- Lower Risk
Corporate Fixed Deposits are one of the money-raising tools for Companies. Through these, Companies raise money from the public and offer a fixed rate of interest for different tenures. We Offer AAA+/AAA rated companies fixed deposits with a range of 12 months to 20 years and periodic interest payment options (Monthly, Quarterly, Semi-Annually, Annually) and cumulative.
- Better returns compared to Bank FDs
- Safe & Secure Investment
- Assured returns
- Better Risk Management
Corporate Fixed Deposit
Portfolio Management System
We are also distributor for Portfolio Management Services. Professional management of your investments with an aim to deliver consistent returns. It relieves you from all monitoring hassles with benefits like regular reviews, strong risk management flexibility, and makes it an ideal investment avenue for high net worth investors.
- Experienced fund managers
- Strong and active risk management
- Diversified portfolio to reduce risk
- Active and regular monthly review
- Quality stock selection
Portfolio Management Services
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