We encourage all clients to think about their long term financial plans before choosing a product to invest in. We distribute products across all the major asset classes of equity, fixed income & gold. Key products we offer are Mutual Funds, Portfolio Management Services (PMS) and Alternate Investment Funds (AIFs). We also offer insurance services to clients should they need life, health or travel insurance.
We urge clients to plan for long term financial goals like retirement, children’s education, marriage, etc. instead of making tactical short term investment decisions. Only having done this do we offer products (mutual funds, PMS, AIFs, insurance, Startups, etc.) that are best suited for the financial goals of the client and based on their risk profile.
We offer one or more of the following third-party products