Products

PMS or Portfolio Management Service is a platform created especially for high net-worth individuals to provide customized solutions for their investment needs. Professionally qualified and experienced portfolio managers backed by a research team manage equity portfolios on behalf of clients instead of clients managing themselves. Portfolio Management Services are regulated by Securities and Exchange Board of India (SEBI) under PMS Regulations.

– funds that invest only in fixed income instruments. The returns are generally fixed in nature. When the investment horizon is more than three years, Debt Funds score over fixed deposits by virtue of indexation benefit on capital gains.

Equity Funds are those that invest only in stocks and other equity related instruments. Investors in equity funds get shareholding rights in the companies where their money is invested. Investors enjoy dividend income by virtue of share-holding right. Also, equity funds generate superior returns beating inflation, when invested for longer term (at least five years or more.

Commodities – these funds generally invest in Gold, Silver. You can also invest in Sovereign Gold Bonds, issued by Govt. of India.

Bonds are issued by governments and corporations when they want to raise money. By buying a bond, you’re giving the issuer a loan, and they agree to pay you back the face value of the loan on a specific date, and to pay you periodic interest payments along the way, as written at the time of issuing the bond. Unlike equity, bonds issued by companies give you no ownership rights.

You may invest directly in equities and build a portfolio of your own. You need to open a DEMAT and a Trading Account for the same. But there is a CAVEAT. You have to decide yourself where you want to invest in. Trades are executed on your behalf by the broker with whom you open the DEMAT and Trading account.

Pure Term Assurance Plans as well as term Plan with Return of premium Guaranteed Tax-free Savings Plans

We provide end-to-end support for your health insurance need – Solutions that address your need and customized to your budget (because everybody’s needs are different)

Whether you are in town or out of the country, your insurance renewal is never an issue with us. Enjoy the hassle service of online insurance for your favorite car and two-wheelers from the comfort of your home / anywhere. What is even better is to choose the best offer from multiple insurers

It is generally a good idea to take a travel insurance while travelling abroad, to avoid financial loss arising from medical emergency, loss of baggage, passport, missing connecting flights or may be trip cancellation.

Income tax return filing and consultancy services provided thereon against fee, for specific individual clients. The same will be handled by our team of qualified Chartered Accountants.