Mutual Funds – SIP/STP/SWP
A mutual fund is a professionally managed investment vehicle that pools money from investors to invest in different asset classes.
Fixed Deposits
Corporate Fixed Deposits are term deposits offered by Non-Banking Financial Companies (NBFCs) and manufacturing firms. They generally provide higher interest rates than bank FDs.
Equity - IPO and ETFs
Equities offer direct company ownership, while ETFs provide diversified exposure through a basket of securities.
National Pension System (NPS)
The NPS is a government-backed retirement scheme offering flexibility, savings, and potential returns for a secure future.
Portfolio Management Services (PMS)
PMS involves investments in tailored portfolios of assets like stocks, debt securities, bonds, and debentures for high-net-worth investors.
Bonds & NCD’s
Bonds and Non-Convertible Debentures (NCDs) are both fixed-income investments where you lend money to an entity for regular interest and the return of your principal.
Loan against MF
A loan against mutual funds lets investors borrow using their holdings as collateral, providing liquidity without selling assets.
Insurance- Life & General
Protection against financial risks by covering losses of the insured during unforeseen and adverse circumstances.
