AMFI Registered Mutual Fund Distributor
AMFI Registered Mutual Fund Distributor
Holistic solutions for investments, protection, and capital access.
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We offer meticulously curated Mutual Fund investment plans (SIP and Lumpsum) across Equity, Debt, and Hybrid categories. Our advice is rooted in unbiased research, helping you select funds that align perfectly with your risk profile and long-term financial objectives.
Designed for High Net-Worth Individuals (HNI), PMS provides sophisticated, concentrated, and actively managed portfolios. We partner with top fund houses to offer strategies tailored to outperform benchmarks over a long horizon.
For institutional and ultra-HNI investors, AIFs offer exposure to alternative assets like private equity, venture capital, and real estate. This specialized service aims for superior returns and portfolio diversification beyond public markets.
We provide research and strategic advisory for direct investments in the stock market. Our focus is on fundamental analysis and long-term value creation, guiding clients to build resilient equity portfolios.
An exclusive fund category focused on specific, complex strategies or non-traditional assets. The SIF is ideal for investors seeking maximum diversification and are comfortable with a minimum investment of ₹10 Lakhs. Read more about SIF.
Insurance is the bedrock of financial security. We help you choose the right coverage from a wide range of providers to protect your family and assets against unexpected events, ensuring your investment goals remain intact.
Comprehensive medical coverage to handle rising healthcare costs and safeguard your savings from emergencies.
The purest form of life coverage, providing maximum financial security for your dependents at the lowest cost.
Protection for your physical assets, including motor vehicles, home, and travel policies.
We facilitate access to capital, ensuring competitive rates and smooth processing for various borrowing needs. Our advice focuses on maintaining financial discipline while leveraging your assets.
Get quick liquidity without selling your mutual fund investments. This is an efficient way to meet short-term cash needs while your investments continue to grow.
Assistance in sourcing and structuring various institutional loans, including Home Loans, Loan Against Property (LAP), and Business Loans.