Investments
Market-linked, fixed-income, retirement, managed and alternative investment solutions across a wide range of objectives.
Shares / F&O of equity, commodity and forex market
Investment in stock market in cash as well as F&O segments and F&O in commodities and foreign currencies.
Mutual Funds
Customised solutions in line with investment goals like retirement planning, children’s education, marriage expenses, house purchase, wealth building, tax saving etc. through mutual fund inv
Systematic Investment Plan
This is a disciplined approach to investing to achieve high growth in net worth with pre-decided investment amount every month or every day.
Lump Sum Investment
Lump sum investments are one-time investments when the investor accumulates or saves a certain amount that may not be available every month. This is typically done when one gets an annual bo
SIP with Life Insurance Cover
We have specially designed this product to provide our customers with the benefit of wealth growth through mutual fund SIP while ensuring that uncertainty due to demise of earning member doe
Structured Products
If you have ever wondered if you could get a minimum assured return as you get in FDs and yet get benefit of growth in stock market or gold prices. This product comes in several variants. Th
Fixed Deposits
Fixed deposits can be made in banks or in companies or institutions having high safety ratings. The interest rates in companies or institutions are higher than in banks.
Guaranteed Savings/Income Plans
Guaranteed return products are offered by several life insurance companies. These plans offer either a lumpsum or a regular income for some years after maturity in addition to a life cover.
Non-Convertible Debentures
These are secured interest bearing instruments with a fixed tenure issued by companies with very high safety ratings. Some NCDs are structured in a way that they get taxed as long-term capit
Exchange Traded Funds
These are funds where you can invest like you do in mutual funds. These units are listed on stock market and can be easily bought or sold.
ULIPs
These are a type of life insurance products where a part of the amount goes towards life insurance and the rest is invested in equities or debt instruments. It carries a lock-in period of 5
Sovereign Gold Bonds
These are gold bonds issued by Reserve Bank of India with 8-year tenure. One gets the growth in gold prices on maturity and also earns 2.5% per annum interest on the invested amount.
Capital Gains Saving Bonds
One can save tax on long term gains made from property sale or stock market or other assets by investing the amount of profit into infrastructure bonds with a lock in period of 5 years. One
Central Government / State Government / PSU Bonds
From time to time, Government of India, various state governments and public sector undertakings issue bonds that earn interest. One can choose to invest in these instruments. These bonds ca
National Pension System
This is a government backed voluntary retirement savings scheme. It is designed to give market linked returns and has tax benefits. The investor can choose the pension fund manager like HDFC
Portfolio Management Services
Professional Fund Managers invest money on your behalf in stock market under portfolio management services to generate returns for you. Portfolio management companies are regulated and have
Private Equity Funds
Private Equity Funds typically target returns of 21%-27%. Private Equity Funds typically carry a higher risk as they invest in unlisted companies where there is a risk of mortality and illiq
Venture Capital Funds
Venture Capital Funds typically target returns of 25%-40% depending on the entry stage. Venture Capital Funds typically carry high risk as they invest in early to mid-stage unlisted companie
Alternate Investment Funds
These funds typically invest outside the typical mutual fund or public investment route. These funds invest in a multitude of opportunities e.g. warehousing, commercial real estate, distress
Real Estate Investment Trusts (REITs)
Real Estate Investment Trusts is like a mutual fund for real estate that earns returns from rental income and potential capital appreciation. Investing directly in real estate is not easy fo
Unlisted Stocks
Shares of companies not yet listed on any stock exchange can still be bought and sold in over the counter deals through privately negotiated deals. Purchase of unlisted shares gives investor
Need help narrowing the options?
Share the goal, approximate requirement and timing. We can use that context to point the conversation toward the relevant service route.