Wealth Management Solutions
- Portfolio Management Services (PMS): Tailored investment management for high-net-worth individuals. Minimum investment of ₹50 Lakhs.
- Small Cases: Invest in pre-defined thematic baskets of stocks, starting from ₹2 Lakhs.
- SIP - Mutual Funds: We are a Registered AMFI Distributor, offering access to all major Mutual Fund companies.
- Online Investment: Enjoy a hassle-free process for seamless investments.
Unlock Liquidity with Loan Against Mutual Funds - SIP
Leverage Your Investments
Access funds quickly and easily by leveraging your mutual fund portfolio.
Navigate the World of Mutual Funds
- Lumpsum Investing a single, large sum at once. Ideal for those with a sizable investment and a long-term horizon. A lump sum investment is a one-time investment into a mutual fund. This strategy is suitable for investors with a significant amount of capital and its long-term prospects. It can be a simple and effective approach, potentially leading to higher returns over time due to the power of compounding.
- Systematic Investment Plan (SIP) Regular, fixed-amount investments over time. Helps build a portfolio consistently, minimizing market volatility's impact. A SIP involves regularly investing smaller amounts of money into a mutual fund at fixed intervals. This approach is advantageous for investors with a limited budget who prefer a disciplined and consistent investment strategy. It helps smooth out market volatility, reducing the risk of investing at market highs and potentially generating better returns over the long term.
- Systematic Transfer Plan (STP) Regularly transferring funds from one scheme to another, typically from a high-risk to a low-risk fund. A strategic way to manage risk. STP is a method used to transfer funds from one mutual fund to another systematically. This strategy is suitable for investors seeking to rebalance their portfolio or shift from a higher-risk fund to a lower-risk fund over time. It allows for gradual transfers, minimizing potential losses from market fluctuations and ensuring a steady shift in investment strategy.
- Switch Shifting your investment from one mutual fund scheme to another within the same fund house, typically to capitalize on market opportunities. The Switch option allows investors to change the investment in one fund for another within the same fund house. This provides flexibility to adjust portfolio composition based on market trends or changing risk appetite. Switching is a convenient way to diversify investments and manage risk within a mutual fund framework.
- Systematic Withdrawal Plan (SWP) Regularly withdrawing a fixed amount from your mutual fund investments. Used to generate regular income while still maintaining some investment exposure. SWP allows investors to withdraw regular, predetermined amounts from their mutual fund investments. This strategy is suitable for investors seeking a steady stream of income from their investments. It helps manage funds for retirement planning, regular expenses, or other financial goals, providing a consistent source of cash flow.
Explore Diverse Investment Options
- RBI Bonds Invest in bonds issued by the Reserve Bank of India, known for their safety and stability.
- Capital Gain Bonds Invest in bonds that offer tax benefits on capital gains.
- Sovereign Gold Bonds (SGB) Invest in government-issued bonds backed by gold, offering potential capital appreciation and regular interest payments.
- Non-Convertible Debentures (NCD) Invest in bonds issued by companies, offering higher returns than fixed deposits but with some level of risk.
- Perpetual Bonds Bonds with no maturity date, providing a steady stream of income for investors.
Secure Your Savings with Fixed Deposits
AAA-Rated NBFC Fixed Deposits
- Invest in fixed deposits issued by top-rated non-banking financial companies, providing higher returns with a moderate level of risk.