Services

Mutual Funds

Choose from a vast universe of equity, debt and hybrid fund categories. Any fund house, any fund.

Multi-modal transactions

Online / Paper modes, SIP/STP/Lumpsum, flexible instant transactions

Robust platform with in depth analysis

Our platform lets you transact seamlessly and view your entire family’s investments in one place.

Active Management Strategies

Dynamic allocation strategies allow for more efficient buys into equity MFs, that provide better returns and higher stability.

Bonds

Wide selection of bonds to suit every need

Choose from a range of bonds as per your requirements of cash-flows, maturity, interest frequency

safe, assured, stable returns

Bonds offer the safety and stability that your portfolio needs

Beginner’s guide

Learn how to invest in bonds and feel free to contact us in case of any further queries.

Portfolio Management Services (PMS)

Choose the best PMS for you

We help you take an informed decision after thorough analysis of all strategies.

Zero fixed fee option

Some strategies offer zero fixed fee and profit sharing models. The fund manager makes money only when you make profit.

best fund managers in the industry

Choose the fund managers with the best track records.

INSURANCE

INSURANCE

Life and General insurance solutions

Choose from term, Ulip, endowment life insurances. Best car and home insurance

Corporate and business insurance consulting

Group policies for organisations of all sizes Insure your inventory and other company assets

best health insurance plans

Cover your family with wide coverage health plans Cover your employees with group mediclaim policies

Loans

Secure finance for your every need

Be it home loan, vehicle loan, business loans, we cater to your every need.

Professionally assisted loan services

We guide you through every step and assist with all documentation and processes

Widest access to lenders

Choose from a comprehensive list of banks and NBFC lenders to secure the best deal for you.

Ancillary Services

Assisted CA tax filing

File your Income Tax Return with confidence and ease, from the comfort of your home. We empower you with our best tax experts at a nominal cost.

Dematerialisation of securities

SEBI has made dematerialisation of securities compulsory for trading since April 1, 2019.