We spend the time to understand your individual needs and circumstances. Utilizing decades of experience, we take a team approach to drive creative problem solving. We add value that transcends portfolio performance by identifying opportunities to increase efficiency and minimize financial missteps on the way to achieving your goals.
Mutual Funds
Mutual Funds MF is a mechanism to pool the money from Investors who wishes to save the money and investing the same into securities through professional management in accordance with the objective of the offer documents.
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Bonds
A debt investment in which an investor loans money to an entity (corporate or governmental) that borrows the funds for a defined period of time at a fixed interest rate. Bonds are used by companies, municipalities, states and foreign governments to finance a variety of projects and activities.
Bonds are commonly referred to as fixed-income securities and are one of the three main asset classes, along with stocks and cash equivalents.
Primary Market Bonds
Secondary Market Bonds
PMS & MARS
PMS is a SEBI licensed investment platform for investing in a portfolio of securities and managed by a Portfolio Manager. The underlying securities in a portfolio can be stocks, fixed income, mutual funds, cash, structured products and other individual securities or any other securities. In a PMS, a client's portfolio is unique and can potentially be customised to meet specific investment objectives>
Corporate FD's
A corporate fixed deposit is a type of FD which is offered by Non-banking finance companies (NBFCs), Housing Finance Companies (HFCs) & Corporates, that are similar to those offered by banks. A corporate fixed deposit is best suited for investors who want stable returns on their investments over a fixed tenure with low risk.
- Various FD's that we deal in:
- DHFL: Dewan Housing Finance Ltd
- HDFC: Housing Development Finance Company Ltd
- Bajaj Finance Ltd
- Shriram Tarnsport finance Company Ltd.