01. Equities

An equity investment is money that is invested in a company by purchasing shares of that company in the stock market. These shares are typically traded on a stock exchange

What are the potential benefits of equity investments?

The main benefit from an equity investment is the possibility to increase the value of the principal amount invested. This comes in the form of capital gains and dividends.
An equity fund offers investors a diversified investment option typically for a minimum initial investment amount.
If an investor wanted to achieve the same level of diversification as an equity fund, it would require much more – and much more manual – capital investment.
Investors may also be able to increase investment through rights shares, should a company wish to raise additional capital in equity markets.

02. Derivatives

Financial derivatives are financial instruments that are linked to a specific financial instrument or indicator or commodity, and through which specific financial risks can be traded in financial markets in their own right.

Transactions in financial derivatives should be treated as separate transactions rather than as integral parts of the value of underlying transactions to which they may be linked. The value of a financial derivative derives from the price of an underlying item, such as an asset or index. Unlike debt instruments, no principal amount is advanced to be repaid and no investment income accrues. Financial derivatives are used for a number of purposes including risk management, hedging, arbitrage between markets, and speculation.

03. Mutual Funds

A mutual fund is a company that pools money from many investors and invests the money in securities such as stocks, bonds, and short-term debt. The combined holdings of the mutual fund are known as its portfolio. Investors buy shares in mutual funds. Each share represents an investor’s part ownership in the fund and the income it generates.

04. Pension Plans

Retirement planning is an important aspect of financial planning. Invest in National Pension System – NPS , Unit linked insurance plans for a happy retired life.

05. Attractive Brokerage Tariffs

The wide network and tie-ups enable us to provide excellent value for money brokerage charges

06. More Investment Opportunities

Discover a variety of tailored investment plans designed to meet your financial goals and provide maximum returns. Explore our offerings:

1. Systematic Investment Plan (SIP)

Invest in small, manageable amounts regularly to build a substantial corpus over time while benefiting from market compounding.

2. Systematic Withdrawal Plan (SWP)

Enjoy regular cash flow by withdrawing fixed amounts periodically from your investments, perfect for planned expenses or retirement income.

3. Monthly Income Plan (MIP)

Ensure a steady monthly income with investments that offer stability and low-risk returns, ideal for financial independence.

4. Short-Term Plan (STP)

Achieve your immediate financial goals with investments focused on short tenures, offering liquidity and attractive returns.

5. Fixed Deposits (FD)

Secure your savings with fixed, guaranteed returns over a specified period, ensuring risk-free growth of your capital.