Our Solutions
A comprehensive suite of wealth management products designed to meet every financial objective—from growth to protection.
Three distinct pillars of wealth management—each designed to fulfill a specific financial purpose.
The Growth Branch
Listed Equity
Mutual Funds
40+ AMCs with direct plans
PMS (Portfolio Management)
Discretionary portfolio services
AIF Equity
Category I & II funds
Direct Equity Broking
Institutional execution
Unlisted / Private
SIF (Startup Investment Fund)
Buy/Sale of Unlisted Equity
Private Equity
Startup Investing
The Stability Branch
NCDs
Listed NCDs
Corporate debentures on exchanges
Unlisted NCDs
Direct placement securities
Specialized
Real Estate Sr Secured NCD
P2P Lending Products
Fixed Income
AIF Debt
Bonds
Invoice Discounting
The Protection Branch
Life Insurance
Term, ULIP, Endowment, Money Back
General Insurance
Motor, Home, Property, Marine
Health Insurance
Individual, Family, Senior Citizen
Travel Insurance
Domestic & International
Critical Illness Cover
Group Insurance
Administrative & Compliance
We provide end-to-end Digital Signature (DSC) support for your tax and corporate compliance needs.