Our Product

Wealth Management encompasses all areas of your financial life. We focus on your complete financial situation and offer tools to help you achieve financial independence. We employ a series of steps in helping you reach your financial dreams, and the cycle continues as we provide long term support for your financial goal.

What Is Insurance?

Insurance is a contract, represented by a policy, in which an individual or entity receives financial protection or reimbursement against losses from an insurance company. The company pools clients’ risks to make payments more affordable for the insured.

Insurance policies are used to hedge against the risk of financial losses, both big and small, that may result from damage to the insured or her property, or from liability for damage or injury caused to a third party.

There is a multitude of different types of insurance policies available, and virtually any individual or business can find an insurance company willing to insure them—for a price. The most common types of personal insurance policies are auto, health, homeowners, and life.

Businesses require special types of insurance policies that insure against specific types of risks faced by a particular business.

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A mutual fund is an investment vehicle where many investors pool their money to earn returns on their capital over a period. This corpus of funds is managed by an investment professional known as a fund manager or portfolio manager. It is his/her job to invest the corpus in different securities such as bonds, stocks, gold and other assets and seek to provide potential returns. The gains (or losses) on the investment are shared collectively by the investors in proportion to their contribution to the fund.

Why invest in mutual funds:

  1. Professional expertise
  2. Returns
  3. Diversification
  4. Tex Benifits

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stockbroking is a service which gives retail and institutional investors the opportunity to buy and sell equities.

Stockbrokers will trade shares both on exchange and over-the-counter, dependent on where they can find the best price and liquidity. Stock exchanges place strict regulations on who can trade shares directly on their books, which is why most individual investors hoping to trade shares will do so via a stockbroker.

Typically, a stockbroking firm will charge commission on the trades it makes on a client’s behalf, or a fee for retaining its services.

There are several different services a stockbroker can provide:

  1. Execution-only stockbrokers will complete orders on your behalf, but do not offer any advice
  2. Advisory stockbrokers will offer advice on where to trade, but only trade on orders submitted by you
  3. Discretionary stockbrokers will trade on your behalf, executing trades without your input.

We are providing Stock Broking solutions through trading platform, web and trading App. The platform offers regular trading as well as research based thematic stock basket products and unique investment management products

Catering to our conservative investors who need fix and regular income and also who wants to diversify their portfolio as well as looking for safer investment. Catering to our conservative investors who need fix and regular income and also who wants to diversify their portfolio as well as looking for safer investment. We provide paperless Investment solution for Secondary Bond & Fixed Deposits.

Peer-to-peer (P2P) lending enables individuals to obtain loans directly from other individuals, cutting out the financial institution as the middleman. P2P lending is also known as “social lending” or “crowd lending.”

  1. P2P lending websites connect borrowers directly to investors. The site sets the rates and terms and enables the transactions.
  2. P2P lenders are individual investors who want to get a better return on their cash savings than a bank savings account or CD offers.

P2P borrowers seek an alternative to traditional banks or a better rate than banks offer.

A loan is a form of debt incurred by an individual or other entity. The lender—usually a corporation, financial institution, or government—advances a sum of money to the borrower. In return, the borrower agrees to a certain set of terms including any finance charges, interest, repayment date, and other conditions. In some cases, the lender may require collateral to secure the loan and ensure repayment. Loans may also take the form of bonds and certificates of deposit (CDs). It is also possible to take a loan from a 401(k) account. 

A loan is essential money

Project finance is the funding (financing) of long-term infrastructure, industrial projects, and public services using a non-recourse or limited recourse financial structure. The debt and equity used to finance the project are paid back from the cash flow generated by the project.

We are providing facilities for individual investors to earn dividends from real estate investments without having to buy, manage, or finance any properties themselves.

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Portfolio Management

Through our Portfolio Management process, we provide a seamless transition and integration to address your needs and objectives. Through this detailed process we analyze many aspects of your financial life and use our portfolio construction methodology to create an investment strategy to meet your goals. We guide you through this process with the goal of creating a comprehensive portfolio strategy for your unique financial situation.