Financial planning

We offer the investment products that best suit your needs.

Equities

Our equity recommendations will deliver long-term, sustainable growth in client portfolios. We focus on companies with strong management, solid balance sheets, complemented with predictable growth, ROEs and Cash Flows.

Derivatives

Our derivatives desk can create tailored recommendations using fundamental, quantitative and technical tools.

Mutual Funds

A careful selection of mutual funds is a simple, efficient, convenient and transparent way to invest in stocks, bonds or other securities for retirement, education or other financial goals Systematic Investment Plan (SIP) can be started with a little amount, even in monthly installments and can be invested in different funds like Equity Funds, Debt Funds, Money Market Funds, Gilt Funds, ETF and balanced funds. These schemes allow us to create a diversified portfolio at low cost.

Portfolio management services

Portfolio Management Services helps you manage your wealth. This is a personalized tailor made service for HNIs.
We provide professional solutions customized to meet your financial goals.

Commodities

Commodity trading is available with MCX, NCDEX and NMCE.

Currency Derivatives

Currency Future is a standardized foreign exchange derivative contract that can be traded on recognized stock exchange.

Insurance

Insurance is one of the important elements of any financial planning . Our insurance plans offer you multiple opportunities to safeguard the financial stability of your family and grow your money in a systematic manner to achieve your financial goals.

We are a Financial Services Provider, with a significant emphasis on custom built solutions in the domain of Capital Markets, Wealth Management and Real Estate with thorough Research and Value Investing over a Decade.