Mutual Funds
A mutual fund is a professionally managed investment vehicle that pools money from investors to invest in different asset classes.
Equity and ETFs
Equities offer direct company ownership, while ETFs provide diversified exposure through a basket of securities.
NPS
The NPS is a government-backed retirement scheme offering flexibility, savings, and potential returns for a secure future.
Portfolio Management Services (PMS)
PMS involves investments in tailored portfolios of assets like stocks, debt securities, bonds, and debentures for high-net-worth investors.
Loan against MF
A loan against mutual funds lets investors borrow using their holdings as collateral, providing liquidity without selling assets.
Insurance
Protection against financial risks by covering losses of the insured during unforeseen and adverse circumstances.
Home Loan
We assist clients in exploring home loan options offered by banks and NBFCs. Our support may include understanding lender requirements, basic eligibility, documentation, application-related information and key loan terms.
Loan amount, interest rate, tenure, processing charges, property valuation, approval and disbursal are determined by the respective lender based on its policies, credit assessment, borrower profile, property details and documentation.
Clients should review the sanction letter, loan agreement, applicable charges, interest-rate terms and prepayment or foreclosure conditions before accepting a loan.
Loan Against Property
We facilitate access to loan-against-property options offered by eligible lenders. Loan terms depend on borrower eligibility, property assessment, documentation, credit assessment and the applicable lender's policies.
Personal Loan
We facilitate access to personal loan products from eligible banks and financial institutions. Loan amount, interest rate, tenure, fees and approval are determined by the respective lender after assessment of the applicant's profile and eligibility.
