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/-
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
5 Effective Rules to Grow your Money
If questions like how can I build wealth fast? And how can I create more wealth? Constantly pops up in your mind, then you are at the right place. Let us highlight 5 effective rules that will help your money multiply.Having a financial goal in life is highly importan
Why Plan Money ?
Life Stage & Risk Return
| Age Range | Goals | Return Expectations | Risk Appetite | Liquidity |
|---|---|---|---|---|
| 20-30 Years Old |  | High | High | Low |
| 30-40 Years Old |  | Moderately High | Moderately High | Moderately Low |
| 40-50 Years Old |  | Balanced | Balanced | Balanced |
| 50-60 Years Old |  | Moderately Low | Moderately Low | Moderately 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.
