Investment Products

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.
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