Services

Services

We offer below financial
products services

Mutual Fund

A mutual fund is a pool of money managed by a professional Fund Manager. It is a trust that collects money from a number of investors who share a common investment objective and invests the same in equities, bonds, money market instruments and/or other securities.
1. Systematic Investment Plan
2. Systematic Transfer Plan
3. Systematic Withdrawal Plan

Mutual Fund
PMS & AIF

PMS and AIF are both investment vehicles that can offer high returns. PMS stands for Portfolio Management Services, and AIF stands for Alternative Investment Funds.

PMS & AIF
NPS

NPS stands for National Pension Scheme. It is a retirement benefit scheme launched by the Government of India in 2004. The scheme's goal is to provide retirement benefits to all Indian citizens and encourage them to save for retirement. NPS is a contributory pension system that collects and accumulates contributions from subscribers into an individual pension account called PRAN. The Pension Fund Regulatory and Development Authority (PFRDA) governs NPS. The investment in it gives E-E-E tax benefit along with capital appreciation.

Pune Branch
Nagpur Branch
Fixed Income Securities

Investment in fixed income securities will help to get a fixed income every month/quarter/half yearly/yearly and at the maturity invested amount along with capital appreciation if any. Such instruments are Corporate Bonds, Non-convertible Debentures etc. which are further rated by rating agencies like ICRA, CARE, CRISIL. One must need a demat account to buy and sell it.

Fixed Income Securities
Government Securities

Investment in state and central government securities are backed by the government and will not default. It gives us regular monthly/quarterly/half yearly/yearly interest and at maturity invested amount along with capital appreciation if any. Since it is floated by the government no rating is needed. One must need a demat account to buy and sell it.
Government Securities
Capital Gain Bonds

It helps to save tax on capital gain arising from sale of property. Most of the capital gain bonds fall under 54EC-54ED etc. It has a lock in period of 3 and 5 years of investment. The interest is fixed on investment. The interest is taxable in the hands of an investor.

Capital Gain Bonds
Sovereign Gold Bonds

SGBs are issued with a maturity period of eight years. Investors can redeem the bonds early after five years, or sell them on the secondary market if they are listed from the date specified by the RBI. SGBs are linked to the market price of gold and offer 2.5% annual interest on the issue price. They are held in the Demat form for ease of trading, thus eliminating the risk of loss of scrip among others. SGBs are one of the safest forms of investment as the chances of defaults on repayment are zero.

Sovereign Gold Bonds
Insurance

One must protect first his income, family commitments and other liabilities the day he/she starts earning. Insurance is a form of risk management. It protects against the risk of uncertain losses, such as accidental injuries, vehicle damage, or death. One must have Term Insurance, Health Insurance and Personal Accidental Insurance. One must also consider home insurance, vehicle insurance and travel insurance.

Insurance
WILL / Succession Plan

Will / Succession: Will /Succession is a process that involves determining how an individual's assets will be managed and distributed after their death. It also considers how an individual's properties and financial obligations will be managed if they become incapacitated.

WILL / Succession Plan
Happy Retirement

Retirement is the process of setting financial goals and taking the steps to achieve them. It involves saving, investing, and distributing money to sustain yourself during retirement. Some say that it's best to start planning for retirement as soon as possible to take advantage of compounding. Retirement calculation can help you enjoy financial stability during your retirement years. You can choose to receive a guaranteed regular income during your retirement that will take care of you and your family's needs, any major goals as well as emergencies.

Happy Retirement
Loan against Mutual Funds

Through a Digital Loan against Mutual Fund, you offer your MF units as collateral for the loan. The bank holds the Mutual Fund units as a security till you repay the loan amount. Your Mutual Funds will continue to earn returns, but you cannot sell them while you have pledged them to the bank.

Pune Branch
Nagpur Branch
NBFC Fixed Deposits

A Non-Banking Financial Company (NBFC) Fixed Deposit (FD) is a type of investment that allows investors to deposit a lump sum amount for a fixed period at a predetermined interest rate. NBFCs are financial institutions that are not banks. They offer a variety of financial products, including fixed deposits. In India, many people invest in fixed deposits, as it is a great investment that offers attractive returns. We offer Shriram Finance and Bajaj Finserv Fixed Deposits.

NBFC Fixed Deposits
P2P Liquiloans

People typically look for a loan from banks or other financial institutions like Non-Banking Financial Companies (NBFCs) whenever they need money. But on many occasions, these institutions reject the loan application based on income, inadequate paperwork, low credit score, etc.
P2P Liquiloans