Based on the client’s needs and investment requirements we offer below products across asset classes:
Mutual funds: | We deal with all types of mutual fund schemes from all the Asset Management Companies (AMCs) in India, in a physical or digital form. |
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Insurance: | We provide families’ financial security by way of risk management in life and general insurance space through any company insurance products based on the suitability. |
Direct equity and exchange - traded funds: | Our customers can easily access capital market products like direct equity and exchange-traded funds (ETF) with our digital platform. |
Fixed Income Products: | Diverse fixed income products like non-convertible debentures (NCD), infrastructure and RBI bonds, company deposits, etc. are offered to our clientele from time to time. |
Portfolio Management Services (PMS): | We offer exclusive PMS strategies, comprising direct equity and mutual funds as the underlying products which can be owned in the investment portfolios. |
Real Estate: | Our customers can access real estate properties in addition to financial products as investment opportunities, a few of which are offered exclusively by us only. |
Loans: | We offer loans from banks and NBFCs |