Having an adequate product basket across different assets classes, risk profiles and by different companies is very crucial to offer holistic, unbiased and need-based structured solutions or strategies to clients. We proud ourselves in providing our clients with a single point, unrestricted access to a rich basket of growing financial & non-financial products.
MUTUAL FUND
Mutual funds are an essential investment tool for individuals because they provide access to a diversified portfolio of stocks, bonds, and other securities, even with a small amount of money. They are managed by professional fund managers who make informed investment decisions on your behalf, saving you time and effort. This combination of diversification and professional management helps to reduce risk and offers the potential for long-term wealth creation.
Fixed Income
Fixed-income securities like government and corporate bonds to provide investors with a steady and predictable income stream. They are generally considered less risky than equity funds and are suitable for short-to-medium-term investment goals. Returns come from the interest earned on these securities and from capital appreciation when bond prices rise.
Capital Market
Equities offer direct company ownership, we provide planform to those informed investors who want to trade in stocks and bonds.
Medical Insurance
Medical insurance protects savings from unexpected and high medical bills by covering costs for hospital stays, doctor visits, and medications. It provides peace of mind, knowing I can access quality healthcare without facing a significant financial burden. Some policies also offer additional benefits like cashless hospitalization and annual health check-ups.
Loan against MF
A loan against mutual funds lets investors borrow using their holdings as collateral, providing liquidity without selling assets.
Life Insurance
Life insurance provides financial security to family and loved ones in case of my untimely death. It ensures they receive a payout, known as a death benefit, which can be used to cover daily expenses, pay off debts, fund education, and maintain their standard of living. Additionally, certain types of life insurance can serve as a long-term savings or investment tool.
Motor insurance
Motor insurance is essential for financial security, protecting from the high costs of vehicle damage, theft, and third-party liabilities in case of an accident. It's a legal requirement in most places and offers peace of mind by covering repairs, medical expenses, and legal fees, helping in avoiding significant out-of-pocket expenses. Some policies also offer benefits like cashless repairs and roadside assistance.