Mutual Funds
Smart and flexible investment solutions for all types of investors
Mutual funds offer diversified, professionally managed portfolios across equity, debt,commodity and hybrid options.
- Investment modes: SIP, STP, SWP, Lumpsum
- Ideal for long-term wealth creation, tax saving, and goal-based investing
- Diversification, liquidity, start with small amount, expert management
Portfolio Management Services (PMS)
Custom-built portfolios for high-net-worth individuals
PMS provides personalized strategies managed by seasoned professionals with a focus on long-term capital appreciation.
- Minimum investment: ₹50 lakhs (as per SEBI regulations)
- Ideal for investors seeking focused, high-conviction portfolios
- Tailored strategies, transparency, direct ownership of stocks
Alternative Investment Funds (AIF)
Unlock exclusive, high-potential investment opportunities
AIFs cater to sophisticated investors looking to diversify beyond conventional options.
- Minimum investment: ₹1 Crore (as per SEBI regulations)
- Ideal for experienced investors with higher risk appetite
- Access to niche markets, portfolio diversification, higher return potential
Fixed Income Products
Stable returns with lower risk
Fixed income options ensure predictable income and capital protection through bonds, deposits, and government securities.
- Options include: NCDs, tax-free bonds, fixed deposits
- Ideal for conservative investors or retirees
- Regular income, low volatility, capital safety
Real Estate
Invest in assets that grow and generate income
Real estate offers long-term appreciation and steady rental returns through residential or commercial properties.
- Types: Commercial and residential property, REITs (Real Estate Investment Trusts)
- Ideal for Long-term investors and income seekers
- Tangible asset, passive income, inflation hedge
Loan Against Securities
Instant liquidity without selling your investments
Get quick access to funds by pledging your existing securities.
- Eligible assets: Mutual funds, shares, bonds
- Ideal for Emergency needs, business expansion, or short-term goals
- Fast processing, low interest rates, retain market exposure
Insurance
Protect your life, health and wealth
Insurance provides financial safety against life’s uncertainties for you and your loved ones.
- Coverage includes: Life, health, critical illness, term plans
- Ideal for Individuals and families across all life stages
- Risk protection, tax benefits, peace of mind
