For individuals
Mutual Funds & SIP
Equity & Demat
Fixed Income & Bonds
Insurance
PMS & AIF
For businesses
Corporate Treasury
Liquid funds, overnight funds and short-term debt schemes for parking surplus cash, matched to your actual cash-flow calendar rather than to a standard product sheet. → Corporate treasury
Capital Raising & Advisory
Business advisory and structured referral to registered specialists for companies raising capital. → Capital raising and advisory
Our fund partners
We are empanelled with 20 Asset Management Companies: SBI, Bandhan, Aditya Birla Sun Life, Nippon India, Bajaj Finserv, HDFC, Axis, DSP, Kotak, ITI, Franklin Templeton, HSBC, ICICI Prudential, LIC, Mahindra Manulife and Tata.
Being empanelled with twenty AMCs matters for a specific reason: it means scheme selection is not constrained by who we happen to have a relationship with. It does not mean every scheme suits every investor.
