Client Services

Comprehensive Auto-Digital platform:

We provide investment solutions through a complete digital platform with full access where customers can buy or sell in their name at any-time from any-where. He can see all the investment details and get the amounts directly credited to his bank account when investments are sold. The online platform is holistic, which automatically records all transactions, and he can view the report of a comprehensive portfolio of different holdings into a single account.

Self-Managed Instant Wealth Desk:

Our online wealth desk is a premium offering for our clients to get complete portfolio information. It covers all financial or non-financial products with end to end encryption and security and provides a unique user-id and password to each of them separately.

Hassle-free Digital transactions:

Our customers can perform hassle-free transactions with ease very conveniently in a timely, and cost-effective manner from anywhere.

Distinct transaction services:

  • New or additional purchases or switch request
  • Systematic investment plan (SIP) and systematic transfer plan (STP)
  • Redemption or systematic withdrawal plan (SWP)
  • Equity or stock SIP registration
  • IPO of debt and equity application and processing
  • Comprehensive reports

Multimode of transactions:

  • Mobile: Transaction using a mobile application
  • Auto Digital Desk: Transact through online Account Desk
  • Phone: Make a call and transact through your phone
  • Physical: Transact through an offline paper application