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Services We Provide

Mutual Funds

Mutual funds are investment vehicles that pool money from multiple investors to invest in a diversified portfolio of stocks, bonds, or other securities. They offer a convenient way for individuals to participate in the financial markets and are managed by professional fund managers. There are more than 40 Asset Management Companies in India. Each AMC can launch multiple funds for investors.

How can we help?

There are more than 1000 schemes that investors need to choose from for an investment. We can help investors find a suitable fund based on their financial goals, risk tolerance, and investment horizon. We will conduct necessary due diligence by analysing past performance and considering the fund objectives and philosophy of the AMC to recommend options that align with the investor's preferences. Additionally, we assist in periodic reviews to ensure that the mutual funds are on track and suitable to an investor's goals.

PMS (Portfolio Management Services)

PMS is a personalised investment service offered to high-net-worth individuals and institutions. It provides tailor-made portfolios to meet specific financial objectives, offering greater flexibility and direct ownership of securities.

How can we help?

The information is sparse except for what the PMS will share. Investors are taking our assistance benefit from due diligence, as we will do the same. We will try and put an effort to understand how this PMS will add value to the clients overall portfolio. They actively manage the portfolio, making timely adjustments based on market conditions and the client's changing needs. Our expertise can provide insights into unique investment opportunities and guide clients through complex investment decisions.

AIFs (Alternative Investment Funds)

AIFs are investment funds that diversify beyond traditional asset classes, exploring options like private equity, real estate, hedge funds, and commodities.

How can we help?

AIFs can be intricate and have a higher level of risk, making expert assistance crucial. Professionals can assess an investor's risk appetite and financial situation to determine the suitability of AIF investments. We provide insights into various AIF options, explain associated risks, and help investors understand set expectations. Ongoing monitoring and risk management are vital aspects which we offer valuable support.

Life Insurance

A loss of a loved one is a great loss. The tragedy is always compounded if the loss is of the earner of the household. Life insurance provides financial protection to beneficiaries during the insured's death, ensuring their financial well-being.

How can we help?

We can assess an individual's insurance needs based on family dynamics, assets and liabilities along with other financial circumstances; after comprehensively understanding this we will guide to appropriate insurance. We will explain the differences between term life, whole life, and universal life insurance, enabling clients to make informed decisions. We can also assist clients in determining the optimal coverage amount and ensure that the insurance policy aligns with changing life circumstances.

Health and Other Personal Line of Insurance

Health insurance covers medical expenses incurred by the insured, while other personal lines of insurance protect against specific risks like auto accidents, travel mishaps, property damage, etc.

How can we help?

As professionals we analyse an individual's health condition, lifestyle, and personal requirements to suggest suitable health insurance plans. We will explain coverage details, exclusions, and claim processes, ensuring that the clients choose insurance protection that is suitable for them. For other personal lines of insurance, we assist in identifying risks and tailor policies to safeguard the client's assets and interests in the best possible way.

Pre-Listed Equity Stocks

Pre-listed equity stocks refer to company shares not yet traded on a stock exchange but are available for purchase before their official listing. Investors can buy these stocks at an early stage, often during the company's initial public offering (IPO) or private placement phase. Investing in pre-listed equity stocks can be a potentially lucrative venture, but it comes with higher risks as limited information is available about the company's performance and prospects.

How can we help?

We assist investors in analysing the potential risks and rewards associated with investing in pre-listed equity stocks. We can conduct due diligence on the company's financial health, growth prospects, and competitive landscape. Moreover, we can provide expert guidance on the appropriate allocation of funds to mitigate risks and optimise the investment strategy.

Listed Equity Stocks Baskets

Listed equity stock baskets refer to diversified portfolios of individual stocks traded on a stock exchange as a single unit. These baskets are usually designed to track specific ideas or investment themes, offering investors a convenient way to gain exposure to a broad segment of the stock market without having to buy each stock individually.

How can we help?

Our professional services can help investors construct and manage listed equity stock baskets tailored to their investment goals and risk appetite. We can provide insights into which stocks to include in the basket, how to weigh them appropriately, and when to rebalance the portfolio. This professional assistance can lead to a well-diversified, efficient, and cost-effective investment in the stock market.

International Equity Investing

International equity investing involves buying shares of companies listed on foreign stock exchanges. It allows investors to diversify their portfolios geographically and gain exposure to companies and industries unavailable in their home country. However, it also introduces currency risks, political risks, and differences in accounting standards and regulatory environments.

How can we help?

As professionals, our service can aid investors in navigating the complexities of international equity investing. They can conduct in-depth research on foreign markets, analyse currency risks, and provide guidance on the most suitable investment vehicles, such as mutual funds, exchange-traded funds (ETFs), or American Depositary Receipts (ADRs). Additionally, they can help investors stay updated on global economic trends and geopolitical events that may impact their international investments.

Gold Bonds

Gold bonds are financial instruments issued by governments or financial institutions linked to the price of gold. Investors who purchase gold bonds effectively own a specific quantity of gold, and the bonds' value fluctuates with changes in the gold price. These bonds offer an alternative way to invest in gold without physically owning and storing the precious metal.

How can we help?

We can assist investors in understanding the mechanics and potential risks of investing in gold bonds. Based on our analysis and insights into gold market trends, investors can take informed decisions on using such instruments in their portfolios.

Govt Bonds & Corporate Bonds

Government and corporate bonds are debt securities issued by governments and corporations, respectively. When investors buy these bonds, they effectively lend money to the issuing entity in exchange for periodic interest payments and the return of the principal amount at maturity. Government bonds are generally considered safer due to the government's backing, while corporate bonds carry higher risks but offer higher potential returns.

How can we help?

As a professional, we can aid investors in selecting appropriate government and corporate bonds based on their risk tolerance and investment objectives. We can assess the creditworthiness of the issuing entities, analyse prevailing interest rates, share our thought on the interest-rate trajectory, and recommend a bond portfolio. Furthermore, we can help investors understand bond investments' tax implications and potential liquidity risks.

NCDs (Non-Convertible Debentures)

NCDs are long-term debt instruments issued by corporations to raise capital from the public. Unlike convertible debentures, NCDs do not have the option to convert into equity shares. They have a fixed interest rate and a specific tenure, providing investors with regular interest income until maturity.

How can we help?

We can help at two levels, first we can assist investors in assessing the credit rating and financial health of the companies issuing NCDs. We will analyse the terms and conditions of the NCD offer, evaluate the risk associated with the interest rate and creditworthiness of the issuer, and guide to suitable NCDs that align with the investor's income requirements and risk tolerance. The second place where we can assist is to execute the transaction.

Capital Gain Bonds

Capital gain bonds are financial instruments issued by certain government entities to provide tax-saving opportunities to investors. These bonds offer tax exemptions on long-term capital gains from selling assets like real estate, provided the gains are invested in these specified bonds. The lock-in period for such investments is usually ten years or more.

How can we help?

As a professional, we guide investors on the eligibility criteria and benefits of investing in capital gain bonds to save on taxes. We assist investors in making informed decisions about the investment duration and amount to maximise tax savings while achieving the investor's financial goals.

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+91 - 87992 12156
+91 - 82007 70942

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Head Office Location

F-5, Municipality Shopping Centre, Shubhash Road, Gamdi Vad, Anand - 388001

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