Product

• Life Insurance
• General Insurance
• Health Insurance

Health insurance plan is a product offered by insurance companies that covers all costs related to medical expenses of the insured. This can be bought for an individual or for an entire family. The term of the plan is ideally fixed at one year and in some cases, one can buy the plan for a term of two to three years as well. With a health insurance plan in place, one gets entitled to adequate medical help in case of an emergency or in a pre-planned medical expense, without worrying about the financial costs.

General insurance has different types like term insurance policies, money-back policies, ULIPs, and pension plans. This category of insurance virtually covers all forms of insurance except life. Other covers may include insurance against errors and omissions for professionals, credit insurance, etc. Common forms of General Insurance (GI) are motor, marine, travel, accident, and other miscellaneous types.

Both Offline & Online trading on the most popular Indian exchanges such as BSE, MCX & NSE along with Investment advisory services.

• Home Loan
• Mortgage Loan
• Personal Loan

There may occur any kind of emergency when you need a huge amount of money. There are various types of loans like home loans, mortgage loans, student loans, business loans, etc. You can take any type of loan you need. For each and every kind of need, we provide you with all types of loans mentioned above.

A mortgage loan, or simply mortgage, is used either by purchasers of real property to raise funds to buy real estate, or alternatively by existing property owners to raise funds for any purpose, while putting a lien on the property being mortgaged. The loan is secured on the borrower's property through a process known as mortgage origination. This means that a legal mechanism is put into place which allows the lender to take possession and sell the secured property to pay off the loan in the event the borrower defaults on the loan or otherwise fails to abide by its terms.

We provide all types of Mutual Funds including Liquid, Debt, Balanced, Equity, ELSS, Gold, and RGESS of all the Reputed AMCs in India. Both offline & online investment options are available.

A mutual fund is a professionally managed investment fund that pools money from many investors to purchase securities. These investors may be retail or institutional in nature.

Mutual funds have advantages and disadvantages compared to direct investing in individual securities. The primary advantages of mutual funds are that they provide economies of scale, a higher level of diversification, liquidity, and professional management. On the negative side, investors in a mutual fund must pay various fees and expenses.

Primary structures of mutual funds include open-end funds, unit investment trusts, and closed-end funds. Exchange-traded funds (ETFs) are open-end funds or unit investment trusts that trade on an exchange. Mutual funds are also classified by their principal investments as money market funds, bond or fixed income funds, stock or equity funds, hybrid funds, or others. Funds may also be categorized as index funds, which are passively managed funds that match the performance of an index, or actively managed funds. Hedge funds are not mutual funds; hedge funds cannot be sold to the general public and are subject to different government regulations.

The property sector is an important asset class, but the effort and paperwork involved in purchasing the same can be intimidating. We provide real estate solutions not only in creating an asset class but also help customers in selecting the locality, finalizing the property, and getting the best deal, saving their valuable time, effort, and hard-earned money.

Resident Salaried Individuals residing anywhere in the country can file their Income Tax Returns through us by sending us the required documents. The payment of fees, which are very nominal, can be made online.

Portfolio Management Service (PMS) is a professional financial service where skilled portfolio managers and stock market professionals manage your equity portfolio with the assistance of a research team. Many investors have equity portfolios in their Demat Account, but managing them can be a challenge.

In general, wealth management entails coordinating all the moving parts of a client's financial situation into a comprehensive wealth plan. This might include the client's tax situation, investments, and retirement planning. It is an investment advisory service that uses financial services to address the needs of affluent clients. Using a consultative process, the advisor gleans information about a client's wants and specific situation.

A process of assessing the current financial situation of a business to identify future financial goals and how to achieve them. The financial plan itself is a document that serves as a roadmap for a company's financial growth. We help and guide clients to achieve financial freedom along with achieving their financial goals.