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PRODUCTS

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01

  

MUTUAL FUND

Mutual Fund is an investment product. It is started and managed by a Mutual Fund company that pools money from various investors and invests it in various asset classes like equities, Debts, bonds, money market instruments.
A Mutual Fund is run by a professional money manager. This professional, called a Fund Manager, takes all investment decisions. The goal of the Fund Manager is to generate the best returns possible for the risk he is taking.
Mutual Funds, would be the perfect choice for retail investors to take part in Equity and debt as an asset class where the Investor uses the Professional Management of the Asset Managers to manage his money.

02

  

EQUITY FUNDS

Equity Funds are a kind of Mutual Funds that invest in the stock markets. The stocks are selected by a fund management team of professionals who try to deliver maximum returns from the investors investments while keeping risk in control.
Equity Funds give you a diversified portfolio. Most funds have 50-60 stocks in their portfolio. This reduces the risk investor take.
Equity Funds can see some ups and downs in the short-term, so investor have to be patient enough.
Invest in Equity Funds only if investor can stay invested for minimum of 5 years
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DEBT FUNDS

Debt Funds are a kind of Mutual Funds that generate returns by lending investors’ money to the government and companies. The lending duration and the kind of borrower, determine the risk level of a Debt Fund.
Debt Funds can be considered for an investment horizon of 1 day to up to 3 years
They offer better post-tax returns compared to FDs if investor stay invested for at least 3 years
Liquid Debt Funds are a great option to park investors emergency funds. Investors can earn better returns than savings bank account.

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TAX PLANNING

Tax saving is a combination of curated top tax saving mutual funds handled by India's best investment managers. The allocation is well diversified providing an optimal risk-reward balance.
investor can save up to ₹150000 in taxes under Section 80C with a proven track record of consistent returns.
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AIF & PMS

Portfolio Management Services (PMS) and Alternative Investment Funds (AIFs) have become popular investment avenues among high net worth individuals (HNIs) looking for sophisticated investment options.
The minimum ticket size for investing in a PMS scheme is Rs 50 lakh, while AIF, it is Rs 1 crore.
Both PMS and AIF, are earn higher long term returns on their capital, albeit at higher risk.
Where AIFs are pooled investment instruments, PMS are more personalized portfolio management services with both having their own benefits and limitations.

06

  

HEALTH INSURANCE

Health insurance or medical insurance is a type of insurance that covers the whole or a part of the risk of a person incurring medical expenses.
In case you or any family members covered under the policy is hospitalized, Health Insurance company will pay for the hospital expenses up to the cover amount (called sum insured) you have selected.
The medical expenses include room rent charges, doctor's consultation fees, surgery fees, nursing fees, cost of medicines, X-rays, ECG, MRI, Blood, Oxygen, etc. incurred during hospitalization of 24 hours or more.
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TERM LIFE INSURANCE

Term life insurance is a pure protection policy it covers a fixed rate of payment for a limited of time. In the case of the insured person's dies during the policy period, the death benefit will be paid to the nominee.
Term insurance is the least expensive, is easy to understand and you pay the same premium for the entire policy duration.

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BANK & CORPORATE FIXED DEPOSITS

A fixed deposit or FD is an saving instrument product offered by banks and Non-Banking Finance Companies (NBFCs) CD ( corporate deposits). In FDs, investor invest for a fixed period of time set amount of time and get a fixed interest rate.
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NPS

National Pension System (NPS) is a pension cum investment scheme launched by Government of India to provide old age security to Citizens of India. It brings an attractive long-term saving avenue to effectively plan retirement through safe and regulated return. Upon maturity, individual gets a lump sum amount along with regular income for their retirement.

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NRI SERVICES

A non-resident Indian (NRI) is an Indian citizen or a person of Indian origin who stays abroad for employment, business or vocation outside India, or stays abroad under circumstances indicating an uncertain duration.
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STOCKS

Equity market, often called as stock market or share market, is a place where shares of companies or entities are traded. The market allows sellers and buyers to deal in equity or shares in the same platform. We help our investors to buy shares for their long term wealth creation by opening demat/ trading accounts for them.

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