Our Services

Our Offerings

Expert services for managing and growing your financial assets effectively.

Mutual Funds

A mutual fund is a type of investment where money from many investors is pooled together to buy a mix of assets like stocks, bonds, or other securities. These funds are managed by professional fund managers who decide how to invest the money to help it grow over time. When you invest in a mutual fund, you own a small piece of a larger portfolio. This gives you access to a diversified mix of investments, even if you’re starting with a small amount of money. Types of mutual funds:

Alternate Investment Funds (AIF)

An AIF is an investment vehicle established to pool in funds for investing in non-traditional asset classes (like real estate, private equity etc.). It refers to any privately pooled investment fund (whether from India or foreign sources) in the form of a trust or a company or a Limited Liability Partnership(LLP). In India, AIFs are private funds which are not coming under the jurisdiction of any regulatory agency in India. These funds are divided in to three categories:

1. Equity Funds

2. Debt Funds

3. Hybrid Funds

4. Solution-Oriented Funds

5. Other Categories

Portfolio Management Services (PMS), service offered by the Portfolio Manager, is an investment portfolio in stocks, fixed income, debt, cash, structured products and other individual securities, managed by a professional money manager that can potentially be tailored to meet specific investment objectives. However the ownership of stocks continues in one’s own Demat account. Portfolio Management Services (PMS) as an equity investment solution has been a popular choice amongst High Networth Individuals (HNIs)

Portfolio Management Services (PMS)

1. Category-I: Venture funds, social venture funds and infrastructure funds (expected to get incentives from the government).

2. Category-II: Private equity funds and debt funds (prohibited from raising debt, except for meeting their day-to-day operational requirements).

3. Category-III:Trading with a view to making short-term returns and includes Hedge Funds among others.

Life Insurance

Life insurance is a financial safety net that provides peace of mind and protection for your loved ones. In simple terms, it’s a contract between you and an insurance company: you pay regular premiums, and in return, the company pays a lump sum—called a death benefit—to your chosen beneficiaries if you pass away during the policy term. There are different types of life insurance, including term life (coverage for a set period) and whole life (coverage for your entire lifetime, often with a savings component). Whether you're planning for the future, protecting your family, or building financial security, life insurance is a smart and caring step.

Retirement Planning

Life and retirement planning is all about preparing for a secure, comfortable, and fulfilling future. It’s a personalised financial strategy that helps you manage your money through every stage of life—from building wealth during your working years to enjoying peace of mind in retirement. Retirement planning typically includes choosing the right savings tools (like pensions, retirement funds, or annuities), while life planning goes beyond finances—covering your health, lifestyle, legacy, and long-term well-being. It’s never too early—or too late—to start. A solid life and retirement plan can give you confidence today and freedom tomorrow.