Mutual Funds
Most Simple , Cost Efficient, Transparent, Tax Efficient Investment Tool for Wealth Creation. There are more than 45 Mutual Fund Asset Management Companies with more than 5000 different mutual funds options. With our Expertise and Knowledge we create unique basket of funds of not more than 8 -10 Mutual Funds with the Emphasis on Low Overlapping Ratio, Diversification, Risk Management and ultimately Long Term Wealth Creation.
Insurance
Minimizing risks will help in securing your financial future with our expertly crafted risk management strategies. This involves Life Insurance, Health Insurance.Insurance in investment provides crucial risk management and financial stability by protecting against unforeseen losses and offering products that combine protection with investment opportunities, enhancing overall growth potential.
Fixed Deposits
No matter which part of Financial Journey you are our Fixed Deposit Solutions will provide a sense of Financial Stability to your overall portfolio and later on will help you generate income and also securing your retirement portfolio.A fixed deposit (FD) is a financial instrument offered by banks and non-banking financial companies (NBFCs) that provides investors with a higher interest rate than a regular savings account, until the given maturity date.
Post Office Investments
- National Savings Certificate (NSC), Monthly Income Schemes (MIS), Time Deposit (FD), Kisan Vikas Patra (KVP),Post Office investments in many countries are government-backed schemes that provide safe and reliable investment options, particularly appealing to conservative investors.
Bonds
Bonds are debt securities issued by entities such as governments, municipalities, and corporations to raise capital. When you invest in bonds, you are essentially lending money to the issuer in exchange for periodic interest payments (coupon payments) and the return of the bond's face value (principal) at maturity.
Capital Gain Bonds
Capital Gain Bonds, also known as Capital Gains Tax Exemption Bonds, are a type of financial instrument issued by government entities to provide tax relief on capital gains.We can invest in these bonds to save capital gain tax from sale of house, land, etc.