Products&Services
Mutual Funds
First-time to experienced investors looking for simplicity and diversification.
Minimum
As low as Rs 100-500 for SIPs (varies by scheme).
Liquidity
Open-ended; redemption T+2/T+3 typically; ELSS has a 3-year lock-in.
Key Risks
Market risk, interest rate risk (debt), and liquidity can vary by scheme.
Regulator
SEBI - Distributed under AMFI (ARN/EUIN)
PMS (Portfolio Management Services)
HNIs seeking bespoke management and greater control.
Minimum
Rs 50 lakh per client (as per SEBI PMS Regulations).
Liquidity
Not as liquid as mutual funds; depends on the underlying and mandate.
Key Risks
Concentration risk; higher dispersion of outcomes versus diversified MFs.
Regulator
SEBI (Portfolio Managers Regulations)
AIF (Alternative Investment Funds)
Sophisticated investors with long horizons seeking non-traditional exposures.
Minimum
Typically Rs 1 crore (angel funds may be lower).
Liquidity
Often close-ended; lock-ins and capital calls are common.
Key Risks
Illiquidity, capital call risk, complex strategies, and potential leverage.
Regulator
SEBI (AIF Regulations)
SIF (Specialized Investment Fund)
Wealthier investors aiming for a higher-risk sleeve within an overall plan.
Minimum
Ticket sizes are notified by the regulator/scheme and are typically higher than regular MFs.
Liquidity
Varies by structure; may carry lock-ins or reduced liquidity.
Key Risks
Strategy risk; suitability assessment required.
Regulator
SEBI - Distributed under AMFI (ARN/EUIN)
Our Services
Periodic Portfolio Review
Regular performance assessments, risk evaluation, and strategic rebalancing. Proactively optimize your portfolio using data-driven insights to help pursue long-term growth and manage risk effectively.
Health Insurance Planning
Health insurance solutions designed to protect you and your family against rising medical costs. Help in choosing the right coverage with adequate benefits.
Loan Repayment Calculation & Planning
Analyzing interest costs, tenure options, and repayment strategies to reduce financial stress, improve cash flow, and achieve faster financial stability.
Taxation-Related Services
Taxation consultation to help you navigate complex tax regulations and optimize your tax planning. Strategies focus on minimizing tax liability while remaining fully compliant with applicable laws.
Asset Allocation
Optimally distributing investments across equity, debt, and other asset classes based on risk profile, financial goals, and time horizon. Balances risk and returns, enhances portfolio stability.
Term Insurance Planning
Assessing income, liabilities, future goals, and responsibilities to help assess adequate coverage at optimal costs.
Dedicated Relationship Managers
Single point of contact for all financial needs. Deep understanding of goals, portfolio, and preferences. Personalized guidance, timely communication, and proactive support.