Services Offered

1. Facilitating mutual funds investment in all the reputed SEBI registered and highly regulated Mutual Funds.

2. One time investments (Lump Sum), Regular Investments (SIP), Short Term Investment, Medium term Investments, Long Term Investments, Retirement Plans, Child Care Plans etc.

3. Investment across asset classes through the route of Mutual Funds. Major Asset classes include, Equities (Domestic and International), Debt Investments (of all types, both government issued and private sector issuance), Gold and Gold Mining companies Investments, Real Estate Investment Trusts (REITs), Infrastructure Investment Trusts (INVits), Commodity based Mutual Funds, International Index based Mutual Funds like NASDAQ 100, S&P 500 Index, Global Investments through Fund of Funds route enabling investment across geographies like Europe, USA, China, Japan etc.

4. Assistance in Accounting and taxation including ITR filing, through our associated reputed Chartered Accountancy (CA) firms.

5. Facilitating Legal counseling on succession planning, estate planning through our associated reputed law firms.

6. Helping clients seek professional fee based advice from SEBI Registered Investment Advisors. (We are only distributors and not SEBI RIA)

7. Trainings in the field of Financial Planning, Wealth Management, Equity , Derivatives and Income tax provided to the corporates.