Financial Services forEvery Investment Goal
As a trusted investment advisor India and SEBI-registered NRI investment consultant, we offer comprehensive wealth management India solutions. From equity trading to mutual funds, our portfolio management India services help you achieve your financial dreams.
Equity Trading
SEBI registered sub-broker offering comprehensive trading facilities in Equity, F&O, and Commodities.
We are SEBI registered sub-broker with Sunidhi, a national level stockbroker and member of NSE/BSE/MCX. We offer clients trading facilities in these exchanges for Equity, Future & Options, and Commodities segments.
Key Features:
- •SEBI registered sub-broker with Sunidhi (NSE/BSE/MCX member)
- •Trading facilities in Equity, Future & Options, and Commodities
- •Research reports and market outlook
- •Technical levels and guidance in option trading
- •Stock levels for trading
- •SIP in direct stocks
- •DP (Depository Participant) facilities
- •Online back office access
- •Trading platform on desktop and mobile application
- •Dedicated dealer and back-office support
- •Audit of existing stock portfolio for registered clients
Mutual Funds
Comprehensive mutual fund advisory with funds from all major AMCs, research-backed recommendations, and portfolio tracking.
We offer Mutual Funds of all the major AMCs in the country. Our goal is to provide a choice of well-blended portfolio of Mutual Funds to our clients. We do detailed research and track the performance of the MFs on a quarterly basis. We look at the relevant parameters of the fund to align with the wealth creation goal of the client and then suggest the investment plan.
Key Features:
- •Mutual Funds from all major AMCs in the country
- •Well-blended portfolio selection for clients
- •Detailed research and quarterly performance tracking
- •Fund parameters aligned with client's wealth creation goals
- •Customized investment plan suggestions
- •Pro SIP or STP approach, avoid lump sum directly in equity
- •Choice of funds in each category based on risk appetite
- •Liquid funds for parking unutilized funds
- •Auditing of current Mutual Funds for registered clients
- •Online addition or redemption of funds
- •Mobile app for daily portfolio tracking
Portfolio Management Services (PMS)
PMS from top fund managers in the country with proven 5-year track record. Minimum investment ₹50 lakhs.
We offer PMS of the top fund managers in the country. The size and performance of the PMS for the last 5 years is one of the key parameters we look at. We advise only those clients who have the risk appetite to invest in a PMS. PMS – Portfolio Management Service is where professional fund managers have the mandate to invest (buy and sell assets) on the client's behalf.
Key Features:
- •PMS from top fund managers in the country
- •Performance track record of last 5 years analyzed
- •Fund size evaluation as key parameter
- •Client suitability based on risk appetite
- •Professional mandate to buy and sell assets
- •Customized investment strategies
- •Direct equity ownership
- •Regular performance reporting
- •Dedicated relationship manager
AIF (Alternative Investment Fund)
Multi Asset and Debt AIF solutions for high-net-worth investors seeking diversification and superior returns.
We advise clients on Multi Asset AIF and Debt AIF – Alternative Investment Funds. Multi Asset AIF provides exposure to various asset classes including equity, debt, commodities, REITs, and alternative investments. We also advise clients on Debt AIF which gives more than 12% per annum returns. This helps clients to diversify from equity and also earn a monthly income. We advise our clients in selecting different performing AIF providers based on their investment philosophy and track record.
Key Features:
- •SEBI regulated Alternative Investment Fund
- •Multi-asset class diversification (Multi Asset AIF)
- •Debt AIF offering 12%+ per annum returns
- •Monthly income generation through Debt AIF
- •Helps diversify from equity investments
- •Professional asset allocation strategies
- •Access to alternative investments
- •Dynamic rebalancing capabilities
- •Institutional-grade investment opportunities
Corporate & Government Bonds
Fixed-income investments in GOI Bonds, State Subsidiary Bonds, and Corporate Bonds with minimum A+ ratings for client safety.
We offer BONDS in 3 categories: GOI Bonds, State Subsidiary bonds, and Corporate Bonds. Safety of client money is our primary focus, and we do not advise clients to buy any bonds below A+ ratings. We help clients to buy Bonds on the exchange or source them offline.
Key Features:
- •GOI Bonds (Government of India Bonds)
- •State Subsidiary bonds
- •Corporate Bonds
- •Only bonds with A+ rating or above recommended
- •Safety of client money is primary focus
- •Bond purchases on exchange
- •Offline bond sourcing available
- •Credit rating analysis
- •Yield optimization strategies
- •Maturity matching with goals
- •Regular interest income
NBFC Fixed Deposits
Higher-yielding fixed deposits from reputed NBFCs for conservative investors.
Fixed Deposits are popular instruments for parking funds that might be required on a rainy day. We help invest in FDs of well-rated NBFCs that offer better returns than traditional bank FDs while maintaining safety.
Key Features:
- •Higher returns than bank FDs
- •Flexible tenure options
- •CRISIL/ICRA rated NBFCs
- •Quarterly interest options
- •Easy online investment process
Commodity Trading
Exchange-traded commodity investments through Sunidhi (MCX member) with mobile app and full back-office support.
We offer Commodity trading through Sunidhi, a member of MCX (Multi Commodity Exchange). Commodity trading provides an excellent opportunity for portfolio diversification. We offer trading in various commodities including precious metals, energy, and agricultural products through recognized exchanges.
Key Features:
- •Trading through Sunidhi (MCX member)
- •Mobile app for commodity trading
- •Full back-office support for client reports
- •Net positions reporting
- •Diversified commodity exposure
- •Hedge against inflation
- •Professional market insights
- •Risk management tools
- •Real-time market updates
US Market Investments
Access global opportunities through US stock markets via trusted brokers like Invested for portfolio diversification.
We facilitate investments in US stock markets through reputable brokers like Invested, allowing Indian investors to access global giants like Apple, Google, Amazon, and Microsoft. US market exposure provides geographical diversification and access to sectors not well-represented in Indian markets.
Key Features:
- •Access to US stocks, ETFs, and mutual funds
- •Investment through trusted brokers like Invested
- •Exposure to global tech giants and Fortune 500 companies
- •Portfolio diversification beyond Indian markets
- •Access to sectors underrepresented in India (tech, pharma, aerospace)
- •Currency diversification (USD exposure)
- •LRS (Liberalized Remittance Scheme) compliant investments
- •Professional guidance on US market investments
Advantages:
- ✓Geographic and currency diversification
- ✓Access to world-leading companies and innovation hubs
- ✓Exposure to USD - hedge against rupee depreciation
- ✓Larger market depth and liquidity
- ✓Access to advanced sectors and cutting-edge technology companies
- ✓Potential for higher growth in developed markets
Considerations:
- ⚠Currency exchange risk (USD/INR fluctuations)
- ⚠Tax implications - US dividend withholding tax (up to 25%)
- ⚠Complex tax filing requirements (IRS, FATCA compliance)
- ⚠LRS limit of $250,000 per financial year
- ⚠Higher brokerage and transaction costs
- ⚠Time zone differences affecting trading hours
- ⚠Need for understanding of US market regulations
Get Your Portfolio Audited for FREE
Not sure if your current investments are performing well? We offer a complimentary audit of your existing stock or mutual fund portfolio to help you identify opportunities and optimize your returns.
Comprehensive Analysis: Detailed review of your current holdings, asset allocation, and performance
Expert Recommendations: Actionable insights to improve portfolio returns and reduce risks
No Obligation: Free audit with personalized suggestions – no strings attached
What You Need to Submit:
📊 For Stock Portfolio Audit:
DP (Demat) Holding Statement from your broker showing your current equity holdings
📈 For Mutual Fund Audit:
Consolidated Account Statement (CAS) from NSDL/CDSL or individual fund statements
Privacy Assured: Your financial information is handled with complete confidentiality and used only for portfolio analysis.
Our Investment Process
A systematic approach to wealth creation tailored to your unique needs
Consultation
Understanding your financial goals, risk tolerance, and investment timeline.
Strategy
Developing a customized investment strategy based on your profile and objectives.
Implementation
Executing the investment plan across selected instruments and asset classes.
Monitoring
Regular portfolio reviews and rebalancing to ensure optimal performance.
Ready to Diversify Your Investment Portfolio?
Let our experts help you choose the right mix of investments for your financial goals. Start your wealth creation journey today.
Investment Disclaimer: All investments are subject to market risks. Past performance does not guarantee future results. The expected returns mentioned are indicative and may vary based on market conditions. Please read all scheme-related documents carefully before investing. Consult with our advisors for personalized investment guidance.