Domestic Offering
- Mutual Funds: We assist clients to invest across fund houses through offline and online mode.
- Portfolio Management Services: Currently, our offering includes PMS from Motilal Oswal, Alchemy Capital & Multi-Act.
- Life & General Insurance: We assist our clients in risk management through our associates.
- Alternative Investments: The category includes offerings in PE Funds, Real Estate Funds, Structures, etc.
- Estate Planning: We help our clients incorporate Wills.
- Real Estate: Currently, this is being offered in Pune.
Overseas Offering
- Equities: Currently being offered across 35 World Stock Exchanges.
- Mutual Funds: Can be invested through insurance platforms of the world.
- Portfolio Bonds: Creation of Trust outside India for portfolio diversification.
- Hedge Funds: Currency and interest rate-based funds can be invested into.
- Structures: Investment in various structures from the best companies in the world.
- Specialised Bond Funds: Investment in specialized bond funds.