WE MEET YOUR FINANCIAL INVESTMENT NEEDS

WE MEET YOUR FINANCIAL INVESTMENT NEEDS

MUTUAL FUND

Mutual Fund is an investment product.  It is owned and operated by a Mutual Fund company, which pools funds from different investors and invests them in a variety of asset classes, including gold, bonds, shares, and money market instruments.

PORTFOLIO MANAGEMENT SERVICES

Portfolio management service (PMS) is provided by professional money managers to informed investors and can be tailored to meet specific investment objectives. PMS providers invest directly in securities through focused portfolios. The minimum amount required is 50,00,000/-

FIXED DEPOSITS

We are engaged with HDFC Bank and LIC Housing Finance Ltd and Bajaj Finance. Our job doesn’t just stop with the initial suggestion; we also think it’s important to keep investors updated with the prevailing interest rates.

LIFE INSURANCE

A life insurance policy may include elements that can help you reach other objectives, such as education, retirement, tax savings, and estate planning, in addition to helping you plan for your family’s financial requirements.

GENERAL INSURANCE

A Mediclaim policy is an indemnity based plan which offers financial support and protection to the insured person in case of a medical emergency. We also deal in Travel Policy, Cancer Care Policy, Critical Illness plan & Car Insurance.

BLOGS

Life Stage & Risk Return

Age RangeGoalsReturn ExpectationsRisk AppetiteLiquidity
20-30 Years Old
Education, Marriage, Buying House
HighHighLow
30-40 Years Old
Children Education, Insurance
Moderately HighModerately HighModerately Low
40-50 Years Old
Wealth Creation
BalancedBalancedBalanced
50-60 Years Old
Retirement + Holidays
Moderately LowModerately LowModerately High

Life Stage & Risk Return

Start  Investing, in Mutual Funds Now!

*Mutual funds investments are subject to market risks. Read all the scheme related documents carefully.

Start  Investing, in Mutual Funds Now!

*Mutual funds investments are subject to market risks. Read all the scheme related documents carefully.