Having an adequate product basket across different assets classes, risk profiles and by different companies is very crucial to offer holistic, unbiased and need-based structured solutions or strategies to clients. We proud ourselves in providing our clients with a single point, unrestricted access to a rich basket of growing financial.
Mutual Funds are a popular and convenient way to invest in a diversified portfolio of securities like stocks and bonds. They pool money from many investors and invest it in various assets, aiming to generate returns. Managed by professional fund managers, mutual funds offer different schemes to suit various financial goals and risk appetites. They are ideal for both new and experienced investors looking for a professionally managed, diversified, and liquid investment option.
A Portfolio Management Service (PMS) is a professional service for managing a client's investment portfolio. It is tailored for high-net-worth individuals (HNIs) who prefer a personalized investment approach. Our SEBI-registered PMS offers a dedicated portfolio manager who constructs and manages a bespoke portfolio of stocks, fixed-income instruments, and other securities based on the client’s specific financial goals, risk tolerance, and investment horizon. It provides greater transparency and control compared to mutual funds, as the client owns the securities directly.
Fixed Income Instruments are a crucial part of a balanced investment portfolio, offering regular income and capital preservation. These instruments include bonds, debentures, and government securities, where an investor lends money in exchange for a fixed interest payment over a specified period. They are generally considered lower-risk compared to equities and are suitable for conservative investors or those seeking to stabilize their portfolio and generate a steady cash flow.
We offer a comprehensive range of insurance products to protect you and your assets from life's uncertainties. Our offerings include:
Our Capital Market offerings provide a gateway to a variety of investment opportunities designed for wealth creation and growth. We facilitate investments in:
Our Loan Against Mutual Funds and Equity Shares service allows you to meet your short-term financial needs without selling your investments. You can avail a loan by pledging your existing mutual fund units or equity shares as collateral. This service provides quick liquidity while your investments continue to grow. It is a cost-effective alternative to a personal loan, as it offers competitive interest rates and is a convenient way to unlock the value of your portfolio.
AIFs are privately pooled investment vehicles that collect funds from sophisticated investors, both Indian and foreign, for investing in accordance with a predefined investment policy. Unlike traditional investment options like mutual funds, AIFs offer access to a wider range of asset classes, including private equity, venture capital, real estate, and hedge funds. These funds are ideal for high-net-worth individuals (HNIs) seeking to diversify their portfolios and potentially achieve higher returns. AIFs are regulated by the Securities and Exchange Board of India (SEBI) and are classified into three categories based on their investment strategies and objectives.
Specialized Investment Funds (SIFs) are a new category of investment products in India designed to bridge the gap between mutual funds and Portfolio Management Services (PMS). SIFs are for experienced or accredited investors who are comfortable with higher risks for the potential of greater returns. They offer access to niche and alternative investment strategies, such as private credit and thematic equity, that are typically not available through traditional mutual funds. SIFs provide a professionally managed, flexible, and regulated platform for investors looking for more control and exclusive opportunities with a lower minimum investment compared to AIFs.
Gujarat International Finance Tec-City (GIFT City) is India's first International Financial Services Centre (IFSC) and a hub for cross-border financial products and services. Through this platform, we offer a range of offshore and onshore investment products. Offshore products allow Indian residents and non-residents to invest in a variety of global assets, while onshore products enable foreign investors to access the Indian market with ease. The favorable regulatory and tax environment at GIFT City makes it an attractive destination for investors seeking to diversify globally or tap into the rapidly growing Indian economy.
We provide comprehensive solutions for personal tax planning and estate planning to help you secure your financial future and preserve your wealth for generations. Our tax planning services focus on legally and strategically optimizing your tax liabilities through a variety of exemptions, deductions, and investments. Our estate planning services go beyond drafting a will; we help you create a robust plan to manage and distribute your assets smoothly, protect your loved ones, and ensure your wishes are carried out with precision, all while considering the minimization of tax implications.
A Global Trading Account is your gateway to international investment opportunities. It allows you to invest directly in global markets, giving you access to stocks, ETFs, and other securities of leading companies from around the world. This is a powerful tool for diversifying your portfolio beyond the Indian market, mitigating country-specific risks, and potentially benefiting from the growth of global economies. Through our platform, you can seamlessly open and manage a Global Trading Account, making international investing simple and accessible, all while complying with the regulations set by the Reserve Bank of India (RBI) under the Liberalized Remittance Scheme (LRS).
