EQUITY
Share Trading & Demat Services
We professionally handle the investment of listed equity shares through our efficient and easily accessible digital platform; our client servicing program through digital means makes the share trading facility and other such services very quick and less tedious tasks.
Portfolio Management Services
Investing your hard earned money in shares should be done without keeping any doubts about the services, we would never suggest you to do that either. In fact, we do give Tailored Advice for any investment query that you might have so that you get maximum returns. For such situations where scepticism may breed, we had built a detailed executive strategic management system to ensure your investments make consistent returns for you.
Shares Dematerialisation
Our advanced digital system provides for a smooth credit and conversion of all your physical share certificates into electronic investments. Not just that, we also make sure that all the stock related investments are reliably executed into proper paper form.
DEBT
Corporate Deposits
The deposit placed by investors with corporate companies for a fixed term carrying a prescribed rate of interest is called a corporate fixed deposit. A higher rate of interest than that of a bank fixed deposit can be enjoyed on these deposits.
Tax-Free Bonds
Bonds that are issued mostly by government enterprises whose returns are Tax-Free Bonds.
Corporate Bonds
Bonds issued by corporate organisations for fundraising at a pre-fixed rate of interest are called Corporate Bonds. The bonds being tradable, provide capital appreciation.
CREDIT FACILITY
Home Loan
Home Loan is a loan gained from a financial institution to purchase a home. We offer Home Loan solutions in easy steps so you live in the ideal home of your dreams.
Loan against Securities
You can borrow funds against listed securities such as shares, mutual funds, insurance and bonds to meet your current financial needs; such loans are called Loan against Securities.
Loan against Property
Borrowing funds against existing property which can be residential or commercial is called Loan against Property.
Car Loan
Car Loan is an amount gained from a financial institute to buy a car. A call to us and you will be driving your favourite car with our Car Loan.
ESTATE PLANNING
Will-Drafting via Professional Lawyers
Will-drafting is the necessity of the time. Draft your will today with our professional lawyers and play your part.
Periodic Beneficiary Review
We care for you and so we timely review the services offered to all the clients to analyse our work and determine whether the plans are in sync with the disposition goals.
Trust
Choosing Trust Route can help a person avoid the issues which arise in a will. Moreover, it provides a fenced structure to ensure the protection of his / her future generations.
Transfer of Assets
A legalised change in ownership of an asset or exchange of funds from one person to another.
ALTERNATE INVESTMENT & REAL ESTATE
Private Equity
The capital that is not noted on a public exchange is called Private Equity. Funds and investors that directly invest in private companies form private equity. The capital for private equity is provided by institutional and retail investors; it can be utilised not only to fund new technology, make acquisitions, expand working capital but also to solidify a balance sheet of projects that would generate scalable, sustainable & risk-adjusted returns.
Structured Products
A pre-packaged investment strategy based on derivatives like a single security, an index, debt insurance or foreign currencies is called a Structured Product or a market linked product. We can find both principal protected and non principal protected structured products. A Nifty linked principal protected structured product is very common in India.
Real Estate
Investing in land, residential or commercial property is need of the hour. Only experts are aware of the ground reality of the industry. Real estate investment can be channelled by buying or renting acquired property or investing in real estate funds. It is a reliable tool to achieve your long-term financial goals with minimum risks.
PROTECTION MANAGEMENT
Life Insurance
Meet the experts and avail the best insurance for your loved ones, look after them when you can. Unfortunate incidents come without a notice, get insured and protect your family from the financial losses.
Health Insurance
Nothing in life is guaranteed except for when you avail the Health Insurance by us. It can cover your medical and surgical expenses. The insured as well as the beneficiaries are protected against losses by illness or injuries.
General Insurance
General insurance provides cover against any unforeseen incidents that may occur due to damage or loss of your personal assets.
MUTUAL FUNDS
Equity Mutual Funds
The management of the pool of money that you’re ready to invest is exclusively taken care of by a fund manager, who helps in guiding you to properly divide your investment into different sectors. It is very crucial because doing this will help you in minimising the risks involved and we make sure to provide you with the best of services.
Debt Mutual Funds
Debt mutual funds involve investment in a mix of many debt or fixed income securities which may involve such securities as Treasury Bills, Government Securities, Money Market instruments, Corporate Bonds and many other debt securities of similar nature from different time horizons. The present policy involves a three plus year of investment in any one of the debt mutual fund helps to reduce the total capital gains tax involved by using Indexation benefit.
TAILORED ADVISORY SERVICES
Comprehensive Financial Planning
Keeping in mind your current situations and future goals, we help you to invest smartly without getting over-invested or under-invested. The Comprehensive Financial Planning we provide will help you decide, earn and maintain the life you want today and tomorrow as well.
Retirement Planning
In the world of uncertainties, we can certainly do Retirement Planning with strategic and structured financial planning. Our experts will help you plan for the rainy days so you enjoy more and worry less. The plans for your retirement consists of an investment as well as post retirement withdrawal plan, keeping in mind your desired lifestyle as well as finances.
Tax Planning via Chartered Accountants
Nowadays, it is inevitable to do analysis and arrangement of your financial situation to ensure tax-efficiency. We formulate a strategy to achieve a steady and structured cash inflow and invest wisely to save on paying heavy taxes.
