Mutual Fund
Lump sum and Systematic investment planning ( SIP ) in Liquid fund, Equity fund and Debt funds Mutual fund investment as per need and goals with suitable profile of client.
Any kind of services which are required to invest, redeem, switch will be carried out immediately on online BSE STAR platform. Detailed on the click Mutual Fund Statements and fund value monitoring option for clients on web portal and mobile application.
Mutual Funds are one of the most investor friendly investment avenues available to the retail investor in India today.
General Insurance
General insurance or Non Life insurance means insurance other than Life Insurance such as fire, marine, motor vehicle & household insurance. Life Insurance deals with human value, whereas non life insurance deals with all other assets. Various types of insurance covers are available in the General Insurance market.
Life Insurance
Family protection, Child education planning, Child Marriage planning, retirement planning, Legacy and wealth creation for future with various insurance solutions like term insurance, whole life, endowment and guaranteed monthly parallel income solution as an alternate or additional income along with regular business/salary income.
Life Insurance is a financial cover for a contingency linked with human life, like death, disability, accident, retirement etc. Human life is subject to risks of death and disability due to natural and accidental causes. When human life is lost or a person is disabled permanently or temporarily, there is loss of income to the household.
Health Insurance
Health Insurance is a protection against medical costs. The policy provides either direct payment or reimbursement of hospitalization expenses for illness/disease suffered or accidental injury sustained during the policy period.
In this time of rising medical inflation, health Insurance should be taken by everybody. There are many companies giving health insurance with different features. We will help you in deciding the best policy for you.
Demat Account
Demat Account is short for dematerialisation account and makes the process of holding investments like shares, bonds, government securities, Mutual Funds, Insurance and ETFs easier, doing away the hassles of physical handling and maintenance of paper shares and related documents.
Tax Savings Funds
ELSS or tax saving mutual fund schemes help investors ( Individuals / HUF) save tax under Section 80C of the Income Tax Act, 1961. Investments in ELSS are subject to a lock-in period of 3 years and qualify for a tax deduction of upto Rs 1.5 lakh.
Pension plan
It is an investment plan offered by life insurance companies to help create retirement funds. The plan provides a pre-specified and regular pension, preventing financial shortfalls in post-employment years.