Our Comprehensive Services
Investor Education cum investment facilitation without any service fees to investors (only trailing commissions earned for the services)
There are close to 50 Mutual Fund houses in India offering thousands of Funds. It needs Expert Advice to choose the right funds based on the individual risk appetite, investment objective etc. Investments and Transactions could be done through our partner Assetplus Mobile App or website. Assetplus is trusted by lakhs of investors with very high ratings in Google Playstore and Apple Appstore. As registered Mutual Fund Advisor, we help you to get onboarded including KYC and setting up the right investment suitable for you…. Know more
PMS is a investment vehicle for High Net Worth Individuals (HNIs). Minimum Investment amount needs to be INR 50 Lakhs. Unlike Mutual Fund, in PMS, all investments are purchased and sold in the investor’s DEMAT account, which is managed by the Portfolio Manager. PMS has high flexibility is choosing the appropriate stocks and other investments and executes Buy/Sell directly in the investor portfolio. Through our partner PMS investments can be done in 15 Asset Management companies and their different portfolios…. Know More
Alternative Investment Funds (AIF) are another investment vehicle for High Net Worth Individuals (HNIs) with minimum investment amount for most AIFs being 1 Crore INR .Apart from regular stock investing, AIFs can invest in Angel Funds , Private Equity Funds, Risky Debt Instruments, Leveraged instruments and complex Derivative trading related instruments. Through our partner AIF investments can be done in more than a Dozen Alternate Asset Management companies and their different investment offerings……… Know More
Out of various avenues for Retirement Fund creation, National Pension System (NPS) and Mutual Funds (MF) are the most cost effective ways to build high compounding Retirement Fund Corpus. Retirement Plans from most Insurance companies are comparatively have higher fees and these are bundled with Life Insurance as well. We can help creating Retirement Investment Strategy with NPS and MF and execute those… Know more
One of the primary reasons investors consider corporate bonds is their potential for higher returns compared to bank fixed deposits (FDs). While FDs typically offer interest rates in the range of 5-7% per annum, corporate bonds, especially those issued by companies with good credit ratings, can provide 8-14% returns, depending on the issuer’s financial health and market conditions… Know more
India provides multi-decadal investment growing opportunity because of its growing business/economy supported by huge young population. NRIs/OCIs can take the best benefit from it on top of their existing investments in their current resident country. However, NRIs/OCIs have certain restrictions and special ways to invest in India (unlike Resident Indians). We can guide on these aspects and facilitate various investments…Know More
How are we Different from others
Multiple Asset Investment avenues, small to large, any type of investors
Investors have different Risk Appetite and different Size of investment capacity. Some individuals are Active Investors, who have good knowledge of various products and would like decide on their own with little guidance. Whereas Passive Investors need more guidance on the investments suitable for them. Irrespective of the type of investors, we could cater to all.
Individualized Investment Portfolio help and free periodic reviews
Every investor with Mid to Large size capital would need to have a portfolio of investment to take care of their Short/Mid/Long Term and even up to Retirement needs. Keeping all investment in one basket is not a good option. We can help in creating such investment portfolio with various investment instruments suitable for the specific investor needs.
Specialized Service for HNIs and NRI/OCIs
We have the knowhow of the nuances related with the investment needs and tax complexities of High Networth Individuals (HNIs) as well as for NRI/OCIs from different Geographies, hence best positioned to help such investors. We look at the taxation aspects very well while suggesting the types of suitable investments.
Special Types of investments through Mutual Funds
India Investment Corner 