Services

Investing in mutual funds allows access to professionally managed, diversified portfolios. Content follows AMFI guidelines: no guaranteed returns are promised and risks are clearly stated where applicable.

Insurance solutions to protect life and health, and to provide structured income where applicable. All product descriptions are indicative; refer to policy documents and regulatory disclosures for detailed terms.

Comprehensive financial planning and tax advisory combined to help you set goals, plan investments, and optimise taxes within regulations.

Fixed deposits and corporate deposits/bonds provide fixed income options. Investors should check credit ratings, tenure and liquidity; no returns are guaranteed beyond contract terms.

Portfolio Management Services provide tailored strategies for wealth growth and risk management for eligible investors.

Alternative Investment Funds provide structured access to specialised investment strategies. Eligibility, lock-ins, and disclosures are as per regulations.

Structured Investment Funds (SIF) provide targeted strategies with predefined allocation frameworks.

GIFT City and feeder fund structures provide channels for specialised and cross-border investment flows; check regulatory disclosures before investing.

USA / Foreign Investing options help investors access global opportunities. Consider currency, tax and regulatory implications before investing.

NRI Wealth Desk offers specialised support for Non-Resident Indians: investment routes, tax guidance and related services. Follow applicable cross-border rules and tax treaties.

Loan Against Securities provides short-term liquidity by pledging eligible securities as collateral; terms vary by lender and security type.