> PRODUCT OFFERINGS

Product Offerings

“A wide range of investment, insurance, and loan solutions designed to protect, grow, and diversify your wealth with confidence.”

PRODUCT OFFERINGS

We handle your numbers with precision, giving you clear insights to drive confident business moves.
Investment Solutions

As business consultants, we provide strategic guidance to help organizations overcome challenges and seize new opportunities. We invest time in understanding every aspect of our clients’ businesses—asking the right questions and listening closely. Instead of relying on a generic approach, we craft customized strategies designed to meet each client’s unique goals and drive sustainable growth.

Equity Advisory

Maximize your growth potential with strategic equity investments tailored to your financial goals.

Mutual Funds

Diversify and grow your wealth with our carefully selected mutual fund options designed to match your risk profile and objectives.

Private Equity & Debt

Access exclusive investment opportunities with tailored private equity and debt solutions designed for higher returns.

Unlisted Shares

Invest in the future with high-potential unlisted shares, unlocking opportunities before they hit the market.

Smallcase Portfolios

Empower your investments with expertly curated Smallcase portfolios built for long-term growth.

PMF / AIF

Unlock professional management services and alternative investment funds that deliver optimized, high-value returns.

Fixed Income Solutions

Fixed Deposits

Secure your savings with guaranteed returns through high-interest fixed deposit plans.

NCDs

Enhance your portfolio with stable and reliable investments through bonds and non-convertible debentures (NCDs).

National Pension Scheme (NPS)

Plan for a secure retirement with government-backed pension schemes offering stability and reliability.

Sovereign Gold Bonds (SGB)

Protect your wealth with government-backed gold bonds, combining safety with stable returns.

P2P Lending / LiquiLoans

Diversify with peer-to-peer lending and LiquiLoans, offering attractive returns and modern investment options.

Bonds

Reliable fixed-income instruments offering stability and consistent returns for balanced portfolios.

Insurance Solutions

Life Insurance

Protect your family’s future with comprehensive life coverage, ensuring financial security in times of uncertainty.

General Insurance

Safeguard your assets, health, and business with reliable coverage tailored to everyday risks.

Health Insurance

Provide your loved ones with affordable, reliable health coverage, ensuring financial protection in medical emergencies.

Loans

Loan Against Securities

Leverage your existing investments to secure quick funding without liquidating your portfolio.

Secured Loans

Use your assets as collateral to access affordable, fast funding, keeping your financial goals on track.

Unsecured Loans

Get fast approvals and flexible funding without the need for collateral, supporting both personal and business needs.

Global Investing

Global Investing

Expand your horizons with international investment strategies designed to diversify and grow your portfolio globally.