Our Services
Mutual Fund Distribution
We believe in allocating right mutual fund to family, corporates and trust. Our insights are based on the experience of our team members. For us, the scheme performance is one of the parameters and not the only parameter. People demonstrated track record of following the process, portfolio, cost of owning the scheme assume a great significance.
Individual investor
We help you discover your true risk taking ability. Based on it a diversified portfolio is constructed to match your risk toleance. Creating the portfolio and allocating fund based on asset allocation is a start of long journey to harness the power of compounding. As we together go along in a journey, we help you calibrate the portfolio at a regular interval based on your life cycle and economic environment.
Non individual investors
We work with corporate, family, offices and trusts to draft investment policy in line with the invertments objective and help construct, a portfolio based on the investment policy and projection. In a nutshell we assist the decision makers on the entities entities to achieve the objectives, to the satisfaction of all the stateholders.
Fixed Income
Provide a general description of the items below and introduce the services you offer. Click on the text box to edit the content.
Fixed Deposit
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Earn more than Bank FD and NBFC company
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FD's would earn more interest income than Bank FD
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Choose your interest frequency, you can choose between monthly, quarterly, biannual and annual interest options.
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Invest based on ratings - CRISIL and ICRA rating are available for NBFC / Company FD which help you assess risk.
Soverign Gold Bonds (SGB)
Under the SCB scheme, the issues are made open for subscription in tranches by RBI in Consultation with Government. RBI notifies the terms and condition for the scheme from time to time. The rate of SGB is declared by RBI before every new trench by issuing a Press Release. SGB are govt securities denominated in grams of gold. They are subsitutes for holding physical gold.
Insurances
Protecting your most important assets is an important step in creating a solid personal financial plan, and the right insurance policy will go a long way towards helping you safeguard your earning power and your possessions.
Health insurance
Health is wealth. The soaring cost of medical care is reason enough to make health insurance a necessity.
Automobile Insurance
Some level of automobile insurance is required by law in most place. Even if and not required to have it and you are driving an old clunker that has been paid off for years automobile insurance is something you shouldn't slip.
Life Insurance
Life insurance protects the people that are financially dependant on you like your parents, spouse, children or other lived ones would face financial hardship if you die. Life insurance should be high on your list of required insurance policies.
Business Insurance
Business Insurance protects businesses from any loss or damage that occurred during the every operation of a company. A policyholder gets the coverage for risk related to employees, damage to property as well as legal liabilities
Types:
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Omissions Insurance Professional Liability Insurance or Errors
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Employee Insurance polices.
Contact
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