Our services

Mutual Funds

Mutual Funds lie at the heart of our work. With empanelment across all Asset Management Companies (AMCs) in India, we offer you a smooth and complete investment experience. Invest in any AMC, anytime, and view your consolidated portfolio through a single login on our web portal or mobile app — all schemes, one platform.

Loan Against Securities

Emergency needs can be unpredictable, and they may also impact your invested corpus. With our Loan Against Securities offering, you can easily pledge your Mutual Fund units or demat stocks to access a flexible credit line. Enjoy the convenience of paying only for the amount you use, with interest charged solely on the utilized credit limit.

Tax Planning

Tax planning is essential—whether you’re a salaried professional, a business owner, or self-employed. We offer a curated range of tax-saving solutions tailored to your financial profile and income slab. From ELSS and NPS to other strategic investment avenues, we help you optimise your tax outflow while building long-term wealth through disciplined, high-quality returns.

Insurance Planning

Insurance is one of the most affordable and reliable ways to protect your wealth from unexpected events. By transferring potential financial liabilities to the insurer, you minimise circumstantial risks and safeguard your long-term assets. We offer a comprehensive range of insurance solutions—including health, general, motor, home, term life, mediclaim, and more—designed to provide complete protection and peace of mind.

Every investor has unique goals, so we offer a range of investment options tailored to your needs. Your advisor will help you choose the right strategy-whether you’re planning for retirement, your child’s education, buying a home, or saving for an international trip. Whatever the goal, we’re here to help you make it a reality.

Goal-based Investments

Auxiliary Services

We provide a range of auxiliary services, including dematerialisation of shares, drafting essential documents, handling IEPF-related matters, and supporting your existing capital-market investments even if they weren’t made through us. Our team ensures smooth, accurate assistance at every step.