Products and Services

Our Product Suite is a one-stop shop solution for all your investment needs. Our offerings ensure that an individual can pursue his Financial Goals through acustomized plan. A plan which will not just encompass wide range of products and services but also derive maximum benefit from asset allocation. Our offerings include:

Structured Products

A structured product, also known as a market-linked investment, is a pre-packaged investment strategy based on derivatives whose returns are linked to an underlying index such as the Nifty or a basket of stocks or debt issuances, interest rates or even foreign currencies. Structured products are privately placed and typically offered to high net worth individuals. Structured products are issued typically in the form of NCD's.

Real-Estate Services

Purchase, sale and renting of Property are also a part of our forte. Real estate today is the most tangible form of Investment. With the growing prices of Property in India, this has fast become the investment choice of many investors. The other options available in this space are Real-Estate PE funds, Real-Estate Yield funds which are also gaining prominence among HNI investors.

Fixed Income Products

Fixed Income Products are those which provide a fixed amount of income at regular intervals. There is no risk to capital in these instruments but income is lower than market based investment. These products are for those who have a low risk taking capacity and need a regular income. These include FD's, Tax free bonds, NCD's, Capital Gain Bonds etc.

PMS

PMS or Portfolio Management Service is a specialized investment vehicle that offer a range of specified investment strategies to manage portfolios predominantly in equities. The most important benefit of a PMS is the customized and consultative approach applied behind every investment decision.

Alternative Investments

Other than the traditional investments like stocks, bonds, gold, real estate and cash, there are alternative investment options available. Some of these are:

  • Private Equity
  • Hedge Funds
  • Managed Futures
  • Distressed Debt

Estate Planning Services

Estate Planning enables you to protect your wealth and helps in smooth transfer of it to future generations. It involves a plan and a well thought-out approach to transfer your assets to the future generations according to your wishes and objectives by effective management and preservation of your assets.

Insurance

Insurance plans are investments that protect you and your family against an uncertain future. We offer all type of insurance policies to suit you and your family requirements. These include both life & non-life products.

Mutual funds

A mutual fund is a type of professionally managed collective investment vehicle that pools money from many investors to purchase securities. Mutual funds are generally classified by their principal investments. They are managed by fund managers.