Having an adequate product basket across different assets classes, risk profiles and by different companies is very crucial to offer holistic, unbiased and need-based structured solutions or strategies to clients. We proud ourselves in providing our clients with a single point, unrestricted access to a rich basket of growing financial & non-financial products.
MUTUAL FUND
We have all the mutual fund schemes on offer by virtually all the Asset Management Companies (AMCs) in the country. As a client, you can access any scheme with us, either in physical mode or even in a demat /stock-exchange mode with Trading Account services.
Portfolio Management Services (PMS)
We offer PMS strategies (direct equity investment) from all the leading PMS Providers in India. Client can choose from range of large cap, multi cap, mid cap and small cap strategies depending on his/her risk appetite
Alternative Investment Funds
We offer category II and category III Alternative Investment Funds from top AIF Providers in India. Instrument is suitable for High Net Worth Individuals (HNIs) who’re looking to expand their investment portfolio beyond the traditional investments such as stocks, bonds, mutual funds, etc
Fixed Income
We also offer clients with diverse fixed income instruments such as bonds and guaranteed monthly income plans.
Life Insurance
We offer wide range of life insurance plans like term insurance, retirement plans, children education plans etc. from key insurance providers (MaxLife, HDFC Life and ICICI Prudential) with consistent and healthy settlement ratios.
Health Insurance
When It comes to your health, choose a trusted brand. We offer comprehensive and affordable individual and family floater health plans from leading providers (MaxBupa, Care, Star).
Intelligent Advisory Portfolio
A new age of Investment products which provides a seamless opportunity for you to invest in equity markets without getting into the trouble of researching for the stocks. IAP are a diverse range of pre-packaged equity portfolios advised by SEBI Registered Investment Advisors (RIAs).