Services

MUTUAL FUNDS

Choose From A Vast Universe Of Equity, Debt And Hybrid Fund Categories. Any Fund House, Any Fund.

Online Transactions

Instant transaction in SIP, STP, SWP, Lumpsum, Switch, Redemption

Robust Platform Within Depth Analysis

Our platform lets you transact seamlessly and view your entire family’s investments in one place.

Capital Gain Report

A summarised and detailed capital gain report for Tax planning and tax filling

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INSURANCE

Life And General Insurance Solutions

Choose from term, ULIPs, endowment life insurances. car and home insurance.

Best Health Insurance Plans

Cover your family with wide coverage of health plans, Cover your employees with group health insurance policies

Business And Corporate Insurance Consulting

Group policies for organisations of all sizes Insure your inventory and other company assets

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BONDS

Wide Selection Of Bonds To Suit Every Need

Choose from a range of bonds as per your requirements of cash-flows, maturity, interest frequency

Safe, Assured, Stable Returns

Bonds offer the safety and stability that your portfolio needs

Beginner’s Guide

Learn how to invest in bonds and feel free to contact us in case of any further queries.

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CORPORATE FIXED DEPOSIT

Wide Selection Of Fixed Deposit To Suit Every Need

Choose from a range of Fixed Deposit as per your requirements of safety, interest.

Fixed, Assured, Stable Returns

Fixed deposit offers the safety and regular interest to your portfolio

Tax saving Fixed Deposit

Fixed deposit done for more than 5 years offers the tax benefit U/S 80C

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PORTFOLIO MANAGEMENT SERVICES (PMS)

Choose The Best PMS For You

We help you take an informed decision after thorough analysis of all strategies.

Best Fund Managers In The Industry

Choose the fund managers with the best track records.

Fixed and Variable Fee Option

Some strategies offer zero fixed fee and profit-sharing models. The fund manager makes money only when you make profit.

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LOANS

Be it home loan, vehicle loan, business loans, we cater to your every need.

Quick Processing of Loan

Our expert takes care of paperwork so that the loan gets processed quickly

Professionally Assisted Loan Services

We guide you through every step and assist with all documentation and processes

Widest Access To Lenders

Choose from a comprehensive list of banks and NBFC lenders to secure the best deal for you.

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ANCILLARY SERVICES

Be it home loan, vehicle loan, business loans, we cater to your every need.

CA Assisted Tax Filing

File your Income Tax Return with confidence and ease, from the comfort of your home. We empower you with our best tax experts at a nominal cost.

Dematerialisation Of Securities

SEBI has made dematerialisation of securities compulsory for trading since April 1, 2019.

Claiming Unclaimed Investments

Claim your unclaimed Dividend, Unclaimed Infrastructure Bonds Pay-outs and interest, Trace and claim Old Mutual Funds, Unclaimed Insurance Policies etc.

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