PRODUCTS WE OFFER

EQUITY

Equities have historically given investors the highest returns amongst all financial instruments across the globe. When you invest in carefully chosen equities, you become a part owner of robust promising enterprises and are thus able to be a part of their growth story.

We provide you a platform to participate and profit from India’s growth story by carefully guiding you through various investment opportunities which arise time and again in our equity markets. As much are the rewards for investing in a good company, the process brings forth the concomitant risk of loss of capital, should the identified opportunity not turn out as desired by the investor. This is where our advisor brings in its professional research and helps you identify the right opportunity for making profits. In the large universe of Indian equity markets, it is imperative that one is able to carefully analyze the specific sector, industry structure and do a thorough analysis of the company’s past performance and future prospects to come up with key insights.

MUTUAL FUNDS

We assist you in selecting the right mutual fund based on your risk profile and time horizon and the prevailing market conditions. Based on our in-house analysis we prepare recommended mutual fund sheet across various assets every month.

We look at various factors while deciding the best Mutual Funds suited for your needs. Our process involves first assessing your category as an investor by doing a through profiling based upon our in-house award-winning Profiling tool. Based upon your profile we advise you on Asset Allocation which looks into various factors like your time horizon, Risk Capacity, need analysis, present financial condition including the asset & liability position.

AIF

Alternative Fund Investment AIF varies from regular traditional asset class investments like stocks, securities, debt securities and debentures etc.

AIF refers to a privately pooled fund formed by investments made by some sophisticated and private investors, who are risk lovers and are keen on taking a high risk with surplus money.

If you are an investor meeting all the investment eligibility criteria and prefer to have a well-diversified portfolio, the Alternative Investment Fund is the best option for you.

All the Indians like the Non-Resident Indians, Persons of Indian Origin (PIOs) and Overseas Citizens of India (OCIs), are allowed to invest in the Alternative Investment Funds. 

The alternative investment platform includes investment options like private equity, hedge fund, venture capital, and angel fund etc., according to the drafted investment strategy for investing in the AIF.

IPO

Our IPO Analysis segment has been designed taking into consideration the important parameters of the IPO research. Our recommendations are based on the analysis of the fundamentals of the company as well as the industry vis-à-vis the valuations at which the IPO is being offered. Our research team thoroughly analyses the Company’s Management and its financials (cash flow, debt, profit margin etc.) Investing in IPO can be a rewarding experience only if an in depth analysis of the company is done before investments and correct valuation derived.

Write in to us for any query and recommendations on forthcoming public offers.

FIXED INCOME

Investing in Fixed Income is a traditional and safe way to invest .Our Management functions as a Fixed Deposit Advisory helps you to invest in the following debt instruments:

  • Debt mutual funds

    • Liquid funds

    • Short term income funds

    • Long term income funds

    • Gilt funds

    • Monthly income plans

    • Floating rate funds

    • Fixed maturity plans

  • Fixed Deposits

  • Non Convertible Debentures

  • Infrastructure Bonds

  • Capital Gain Bonds