SOLUTIONS

"We make a living by what we get,
we make a life by what we give."

AMFI-registered Mutual Fund Distributor

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Mutual fund

We say healthy lifestyle includes not just eating healthy and exercise but also investing a part of income for future self just like good lifestyle habits. Let us guide you in making best choices that suit your needs.

All types of Insurance

Insurance is the most important part of the financial planning, but many of us choose to ignore the reality of what would happen if we were to die suddenly without the proper Insurance cover or protection. The results could be devastating for your surviving dependent family members, leaving them with a large bill for your final expenses, what happens to your child education Plans, their marriage expenses, spouse retirement provision, loss of the family home because they can no longer cover the mortgage. So it’s very important to cover all your financial liabilities through proper and adequate life cover.You also get tax benefit under section 80C of the Income Tax Act.

Gold ETF’s & Sovereign Products

Safety:
It is issued by Government of India.
Assured Purity & Safety.
Easy to store and liquidate.

Returns :
Assured 2.5% p.a. interest on the face value of the bond.

Liquidity :
Tradable on exchange. Can be used as collateral for loans. Exit option available.

Direct Equity

By learning the basics of investing and consistent learning, one can invest directly, We shall guide you how to.

Bond, NCD, Fixed Deposit

Tax-free investments, Guaranteed returns, secured bonds, Capital gain Bonds from Government, Banking and non-banking financial institutions, Corporates.

The deposit placed by investors with companies for a fixed term carrying a prescribed rate of interest is called Company Fixed Deposit. Financial institutions and Non-Banking Finance Companies (NBFCs) also accept such deposits. Deposits thus mobilized are governed by the Companies Act under Section 58A. These deposits are unsecured, i.e., if the company defaults, the investor cannot sell the documents to recover his capital, thus making them a risky investment option.

PMS - Portfolio Management Services

Portfolio Management Services (PMS), is an investment portfolio in stocks, fixed income, debt and structured products, managed by a professional fund manager as per the investment Mandate or objective. The investment decisions rest solely with the Fund Manager. In india most of the fund managers offer Discretionary PMS.The portfolio manager only suggests the investment ideas. The execution of the investment decisions rests solely with the Investor.

NPS - National Pension Scheme

National Pension System is a government-sponsored pension scheme that allows employees and self-employed persons to invest to make retirement provision. NPS also qualifies for additional tax benefit of Rs 50,000 under Section 80CCD(1B). Investors can withdraw certain % of corpus tax free and he has to compulsory use the balance amount to buy an annuity or pension plan to make provision of regular income.