Financial Planning
Corporate Services
Corporate Services Finance is a critical department within any organization, responsible for managing the company's financial health and operations. It encompasses a wide range of activities.
-
Treasury Management
-
Employee Engagement and Benefits
Investment Services
Retail Services
We provide best in class services by suggesting the most suitable products for your needs and wants. Our offerings across investment and insurance are supported by knowledge, experience, compliance and customer centricity.
-
Investment Services
-
Insurance Services
Investment Instruments
Put money away automatically while you live your life. Just set a goal and watch your savings grow.
-
Mutual Funds (SIP and Lum sum)
-
Portfolio Management Services (PMS) (Minimum 50 Lakh)
-
Fixed Deposits
-
Demat Account services
-
Bonds (Corporate and government bonds)
-
Gold
-
Real Estate (Minimum 25 Lakh)
-
Private Equity and unlisted stocks
-
Start-up investments
-
Alternative Investment Funds (AIFs) (Minimum 1 Cr)
Investor Profile Analysis
Put money away automatically while you live your life. Just set a goal and watch your savings grow.
-
Financial Analysis
-
Risk Profiling
-
Tax Planning
-
Retirement Planning
-
Goal Based Planning
Insurance
Services
Put money away automatically while you live your life. Just set a goal and watch your savings grow.
-
Life Insurance and Term plans
-
Health Insurance and Medi claims
-
Vehicle Insurance
-
Travel Insurance
-
Property Insurance
-
Indemnity Insurance
Solid management
Strategic planning for optimal growth
Our digital approach ensures the ease of investment. Our entire onboarding is completely digital and hassle free. Everything at your fingertips - Our state of the art web platform and mobile application allows you to transact and track your investment portfolio from the comfort of your phone.
