Services

Mutual Fund: Debt / Equity / ELSS

A mutual fund is not an alternative investment option to stocks and bonds, rather it pools the money of several investors and invests this in stocks, bonds, money market instruments and other types of securities.Buying a mutual fund is like buying a small slice of a big pizza. The owner of a mutual fund unit gets a proportional share of the fund’s gains, losses, income and expenses.

Open your Online Mutual funds account with us by just following documents:

1.One photo graph
2.Copy of pan card
3.Copy of Aadhar card
4.Cancelled Cheque

Account opening takes 24 hours if you are KYC compliant and Aadhar number has valid mobile number & email id, if not, it takes 7 working days.

Insurance : General / Health / Life

Types of Insurance: Insurance is available for a very large number of reasons and purposes. In general, the insurance is divided into two main categories - Life & Non-Life. The non-life category has many different types of insurance available. The following are prominent types of insurance available...

• Life Insurance - coverage in case of death / injury of the insured
• Health Insurance - medical and accident insurance in case of any illness / accident
• Motor Insurance - insurance against damages and third party claims in case of any accident, damage to vehicles
• Travel Insurance - insurance while traveling against loss of luggage / documents, accident / illness during travel, etc.
• Credit Insurance - insurance against loans taken in case of any eventuality
• Property Insurance - insurance of property like home / factory, etc. and movable assets against calamities, fire, theft, etc.
• Fire Insurance - insurance to property against against accidents, fire, lightening, riot , floods, etc.
• Marine Insurance - insurance against the 'perils of the sea' covering namely hull, cargo & freight
• Professional Indemnity Insurance - insurance against loss/circumstances incurred as result of negligent act, error or omission in carrying out the profession / business.

Portfolio Management System (PMS)

we seek to bridge this gap by offering customised Portfolio Management Services (PMS) to clients. The idea is to offer clients with products that meet their needs for successful long-term wealth creation without too much of risk. We offer discretionary PMS products that help the client to meet their specialized portfolio management needs.

Fixed Deposits

A fixed deposit (FD) is a financial instrument provided by banks or NBFCs which provides investors a higher rate of interest than a regular savings account, until the given maturity date. It may or may not require the creation of a separate account

Bonds : Tax Saving Bonds

Tax-saving bonds are great instruments offered by the government to help people save tax. These are special documents which offer tax benefits to the owners as permitted under the Income Tax Act. These bond have a lock-in period of 5 years.

Capital Market : Direct Equity

Capital market is a market where buyers and sellers engage in trade of financial securities like stocks, etc.