The complete consultative process of understanding and meeting the needs of affluent clients and using that understanding to develop strategic plans, proper asset allocation, and utilize the right products to grow, protect, and spread one’s wealth.
Mutual Funds
Mutual funds are one of the most popular investment options these days. A mutual fund is an investment vehicle formed when an asset management company (AMC) or fund house pools investments from several individuals and institutional investors with common investment objectives. We assist you in selecting the right fund suitable to your requirement and risk reward expectations.
Structured Products
A structured product is a hybrid investment product devised to improve the returns of a fixed income or equity instrument while reducing the risk through a derivative instruments. We help you in identifying and understanding such structured products and subscribe to achieve the investment objectives.
Fixed Income Products
Fixed Income Investments are those that offer a stream of return on a fixed schedule. The amount of the payout could vary though. One of the most common forms of this kind of investment is individual bonds. We offer services in NCDs, Govt. Bonds, Company Fixed Deposits, exchange-traded funds (ETF) and money market funds.
Portfolio Management Services (PMS)
Portfolio management is a process of choosing the appropriate mix of investments to be held in the portfolio and the percentage allocation of those investments. Asset classes could include a mix of stocks, bonds and cash. These might be held in some combination of individual stocks and bonds, or via mutual funds or ETFs. We assist in identifying and choosing the best schemes from the market to help make the best returns with market.
Alternate Investment Funds (AIFs)
Alternative Investment Fund comprises pooled investment funds which differs from conventional investment avenues such as stocks, debt securities, etc. It collects funds from sophisticated investors, whether Indian or foreign, for investing it by a defined investment policy for the benefit of its investors. We help you in understanding the investment objective of such funds and evaluate performance before investing and while invested.
Market Linked Debentures(MLDs)
MLDs (market–linked debentures) are bonds offering an uncertain payoff to investors. The payoff is ascertained towards the maturity of the bond, depending on the clearly defined underlying condition. An MLD is linked to some underlying financial security like a stock market index such as Nifty or a 10-year government security paper.
