| is the status
of having enough income sufficient to pay your living expenses?

This essentially means that for the rest of your life without having to be employed or dependent on others. You should have enough to cover your expenses so that you can spend precious time doing what you like rather than doing things to earn money!

| is an
investment strategy that aims to balance risk and reward by allocating to different assets

Asset allocation refers to allocating your money across multiple asset classes, such as equity, fixed income, gold etc. The purpose of asset allocation is to reduce the risk associated with your investment.

For us | means
delivering proactive and immediate support to customers anytime they want

Simply put, Customer Care is helping customers solve problems, teaching them how to use our products, services and answering their questions at a time comfortable to them.

Our Services and Products

We work as one stop shop for providing you all Services and Support that come under Personal Finance Domain

See All Services

Mutual Funds

Life Insurance

Health Insurance

Prelisted Equity Stocks

PMS

Alternative Investment

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|

Investing and savings gets a direction when these are mapped with your short term, medium term and long term Financial Goals!

Dream Home

Wealth Creation

Retirement

Child's Education

Child's Wedding

Emergency Fund

Model Asset Allocation

Aligning your Investments with your Risk Profile and Investment Tenure is the ideal way to achieve Investment Success. Explore our Model Portfolios and Choose the one that Suits you.

Conservative Investor
Moderately Conservative
Moderate Investor
Moderately Aggressive Investor
Aggressive Investor

Conservative Investor

Conservative Investor (0 - 4 Years)

High on debt, this portfolio is ideal for risk averse investors looking for superior returns over FDs.

Moderately Conservative

Moderately Conservative (4 - 6 Years)

Higher equity allocations suits high risk takers with 10 yrs investment horizon.

Moderate Investor

Moderate Investor (6 - 9 Years)

A Hybrid portfolio is ideal for Moderate investor as volatility is
limited.

Moderately Aggressive Investor

Moderately Aggressive Investor (9 - 12 Years)

Higher equity + moderate debt allocation ensures moderate return and less volatility.

Aggressive Investor

Aggressive Investor (12+ Years)

Higher equity allocations suits high risk takers with 10 yrs investment horizon.

Mutual Fund Trailing Return

How Mutual Funds can work in |

Monthly Investment

AFTER 25 YEARS, IT WOULD HAVE ACCUMULATED TO

Bank

र 22.36L @3% Return

Fixed Deposit

र 34.82L @6% Return

Gold

र 56.48L @9% Return

Sensex

र 79.53L @11% Return

Mutual Fund

र 1.64Cr @15% Return

*Flexi Cap Category average returns for the last 10 year period (As on 08/06/2023)

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