PRODUCT BASKET

Having an adequate product basket across different assets classes, risk profiles and by different companies is very crucial to offer holistic, unbiased and need-based structured solutions or strategies to clients. We proud ourselves in providing our clients with a single point, unrestricted access to a rich basket of growing financial & non-financial products.

MUTUAL FUND

We have all the mutual fund schemes on offer by virtually all the Asset Management Companies (AMCs) in the country. As a client, you can access any scheme with us, either in physical mode or even in a demat /stock-exchange mode with Trading Account services.

NPS (National Pension System)

The NPS is a government-backed retirement scheme offering flexibility, savings, and potential returns for a secure future.

Equity and ETFs

Equities offer direct company ownership, while ETFs provide diversified exposure through a basket of securities.

Portfolio Manaement Services (PMS)

We offer Portfolio Management Services (PMS) strategies with direct equity and mutual funds as the underlying products from the leading PMS providers in India. Some of our PMS strategies are exclusive in the market which can only be subscribed through us.

Loan against MF

A loan against mutual funds lets investors borrow using their holdings as collateral, providing liquidity without selling assets.

Insurance

Experience quality risk advisory and management services with our insurance solutions. We offer the best of risk management advisory available in insurance.

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