Mutual Funds
- Low transaction cost
- Diversification of portfolio
- Liquidity and Tax benefits
- Reduced risk of investing
- Disciplined investment approach
- Invest via Lumpsum and SIP mode
Intelligent Advisory Portfolio
- Time saving
- Regular monitoring
- Active participation
- Money management
- Personalized insights
- Guided advisory by RIAs
Guaranteed Life Insurance
- Invest for a specific goal
- Provides death & maturity benefits
- Maturity is tax exempted
- Policy term varies from 5-45 years.
Corporate Fixed Deposits
- Flexibility
- Assured returns
- Safe & Secure Investment
- Better Risk Management
- Liquidity – Low lock in period
- Better returns compared to Bank
PMS
- Quality stock selection
- Strong risk management
- Experienced fund managers
- Diversified portfolio management
- Active and regular monthly review
AIF
- Both Long & Short Strategies
- Able to buy call & put options
- Pre-IPO / Late-stage PE
- Early identify futures leaders
- Deliver Customised Solutions
Capital Gain Bond
- Issued by PFC, REC, IRFC
- Exemption is available uptos 50L
- Inv. 6 months of the date of sale
- 54EC capital gains tax exemption
Sovereign Gold Bond
- Easy Exit Options
- Tradable on Exchange
- Exit options after 5 years
- Fixed interest and capital gains
- Assurance of Safety: Govt of India
- Zero Risk of handling Physical Gold
Unlisted Shares
- Massive profits
- Diversification of risk
- Negotiable share price
- Undervaluation Rates
- High growth investment
- Pre IPO buying oppertunity