Mutual Fund
- Equity Funds
- Debt Funds
- Hybrid Funds
Equity and ETFs
Equities and ETFs offer distinct avenues for investors to participate in the stock market. While equities represent direct ownership in a specific company, ETFs provide a diversified approach by pooling investments into a basket of securities.
- Equity ETFs
- Index ETFs
- Commodity ETFs
NPS (National Pension System)
The National Pension System (NPS) is a government-backed voluntary retirement savings scheme designed to help you secure a financially stable future. It's a versatile tool that empowers you to plan for your retirement with flexibility and potential for significant returns.
- Tier I and Tier II Accounts
- Pension Fund Managers (PFMs)
- Investment Options
Portfolio Management Services (PMS)
Portfolio Management Services (PMS) have become a popular investment vehicle for high-net-worth individuals (HNIs) in India. This sophisticated approach to wealth management offers customised solutions tailored to specific financial goals, risk tolerance, and investment horizons.
- Discretionary PMS
- Non-discretionary PMS
- Advisory PMS
Loan against Mutual Funds
A loan against mutual funds is a financial product that allows investors to borrow money from banks or non-banking financial companies (NBFCs) using their mutual fund holdings as collateral. This option provides liquidity to investors without the need to sell their mutual fund units, thereby allowing them to remain invested for long-term growth.
- Term Loan
- Over Draft / Flexi Loan
- Consumer Loan
Insurance
Insurance refers to a contractual arrangement in which one party, i.e., the insurance company or the insurer, agrees to compensate the loss or damage sustained to another party, i.e. the insured, by paying a definite amount in exchange for an adequate consideration called a premium.
- Life Insurance
- Auto Insurance
- Personal Accident Insurance
