Our Products

Financial Planning

Financial planning is the art of designing your portfolio according to your investment objectives. Through such goal-oriented financial plans, you can also diversify your risk exposure by investing in a combination of avenues catering to your specific cash flow needs. Along with providing you financial security, this service helps in maximizing your returns. Financial planning, thus, include devising a strategy for catering to your long-term financial needs like providing for your child’s education, estate planning, business growth, retirement, etc.

Mutual Funds

Mutual fund is a professionally managed investment vehicle (in the form of a “trust”) through which you can invest in different markets and securities, in accordance with your risk-return expectations. By investing in a mutual fund, you can get access to equities, bonds, money market instruments and/or other securities, that may otherwise be unavailable to you.

Fixed Income Instruments

Fixed income securities like bonds are debt instruments through which you can earn a guaranteed return on your investment. You can invest in these instruments if you have a preference for low risk and stable returns.

Our product portfolio:

  • Debentures
  • PSU Bonds
  • Tax-free Bonds
  • Perpetual Bonds
  • Private Sector Bonds

Portfolio Management Service (PMS)

Portfolio Management Service (PMS) is a bespoke solution, designed by professional money managers for catering to the financial needs of high net-worth individuals (HNIs). Through this you can invest in stocks, fixed-income securities, structured products, and other securities. PMS provides risk-adjusted superior returns and greater flexibility to tailor your portfolio as per your personal financial goals.

Alternative Investment Fund (AIF)

Unlike conventional investment avenues, Alternative Investment Fund (AIF) is a privately pooled investment vehicle which collects funds from Indian or foreign sophisticated investors for investing it as per the pre-defined investment policy for the benefit of its investors.


In today’s turbulent times, we all suffer risk of one or the other form of loss. This may be due to loss of life/property or loss from some unexpected event. You can indemnify yourself and your family against any mishap by buying an insurance cover. All you have to do is to pay periodic premium and you can get mental safety and security.

We provide:

  • Life Insurance
  • Health Insurance
  • General Insurance