This website is an Investor Education cum Awareness initiative

There are close to 50 Mutual Fund houses in India offering thousands of Funds. It needs Expert Advice to choose the right funds based on the individual risk appetite, investment objective etc. …. Know more

PMS is a investment vehicle for High Net Worth Individuals (HNIs). Minimum Investment amount needs to be INR 50 Lakhs. Unlike Mutual Fund, in PMS, all investments are purchased and sold in the investor’s DEMAT account, which is managed by the Portfolio Manager. PMS has high flexibility is choosing the appropriate stocks and other investments and executes Buy/Sell directly in the investor portfolio. Through our partner PMS investments can be done in 15 Asset Management companies and their different portfolios…. Know More

Alternative Investment Funds (AIF) are another investment vehicle for High Net Worth Individuals (HNIs) with minimum investment amount for most AIFs being 1 Crore INR .Apart from regular stock investing, AIFs can invest in Angel Funds , Private Equity Funds, Risky Debt Instruments, Leveraged instruments and complex Derivative trading related instruments. Through our partner AIF investments can be done in more than a Dozen Alternate Asset Management companies and their different investment offerings……… Know More

Out of various avenues for Retirement Fund creation, National Pension System (NPS) and Mutual Funds (MF) are the most cost effective ways to build high compounding Retirement Fund Corpus. Retirement Plans from most Insurance companies are comparatively have higher fees and these are bundled with Life Insurance as well. We can help creating Retirement Investment Strategy with NPS and MF and execute those… Know more

Maximize return with Model Stock Portfolios (like Smallcases)
For a Retail investor, it is difficult to spend lot of time in researching about individual stocks, model portfolios provided by various SEBI registered Research Analysts provide easy way of investing directly into the vibrant Indian stock market. These Model portfolios are made for various Themes, Market Cap, Asset classes etc. Investors could chose what they like. They also could see the historical performance of those portfolios before making the investment..

India provides multi-decadal investment growing opportunity because of its growing business/economy supported by huge young population. NRIs/OCIs can take the best benefit from it on top of their existing investments in their current resident country. However, NRIs/OCIs have certain restrictions and special ways to invest in India (unlike Resident Indians). We can guide on these aspects and facilitate various investments…Know More










