WEALTH PLANS
Ulip Plans

Ulip Plans, or unit-linked insurance plans, are a type of investment product that combines insurance and investment features. They offer the potential for wealth enhancement through market-linked investments, while also providing life insurance protection.

Mutual Fund

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.

Endowment Plans

Endowment plans are a type of life insurance policy that provides both insurance protection and savings. The policyholder pays premiums over a specified period of time, and in return, they receive a lump-sum payment at the policy's maturity or regular income.

Retirement Plans

A Retirement plan is a financial tool that can offer you both insurance coverage and investment benefits. You can invest a specific amount of money from your income regularly to build a corpus for your retirement.
 

Pension Plans

Pension plans are a type of investment that offers both insurance and savings benefits. By investing a certain amount regularly into a pension plan, you can accumulate a significant sum over time.

Life Insurance

Life insurance is a financial product that provides financial security to your loved ones in the event of your death. It can help to cover pay off your debts and provide an income for your family.

General Insurance

We also offer a wide range of services non-life insurance. We help our clients to assess their risks, identify any gaps in their coverage, and present their risks in a clear and concise manner.

Health Insurance

Choosing the right health insurance plan can be difficult, especially with so many options available. Health insurance is essential for financial security and peace of mind.

Loans

Companies as well as businesses face financial crunches and need cash infusions to sustain themselves. Any type of business can face financial crisis and need funds for uninterrupted business operations.

Peer-To-Peer Lending

Peer-To-Peer lending is a great way for borrowers to get access to loans at a lower interest rate than they would from a traditional bank. It is also a great way for investors to earn a higher return on their money than a traditional savings account.

Stock Advisory & PMS

We understand the unique financial needs of ultra-high net worth individuals, families and corporates. We offer customized products and services that can help them achieve their financial and strategic goals.