- Mutual Funds
- Portfolio Management Services
- Capital Market
- Employee Benefits
- HNI Suites
- General Insurance
- Life Insurance
- Commercial Insurance
- Unlisted Shares
- Pre IPO Placements
What sort of Service are you looking for?
You’ve arrived at the right spot since you’re seeking for the ideal financial product. We provide everything from mutual funds to insurance, as well as real estate and other financial goods.
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Mutual Funds
- Equity Fund, ELSS Fund, Debt Fund, Small Cap Fund, Balance Fund, Large Cap Fund: Almost all of the country’s Asset Management Companies (AMCs) provide all of the mutual fund schemes.
- As a customer, you have the option of accessing any scheme with us, either physically or through our demat/stock-exchange services.
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Portfolio Management Services
- Aggressive, Hybrid and Defensive: Portfolio Management Services (PMS) solutions based on direct equities and mutual funds are available from India’s main PMS providers.
- Some of our PMS tactics are market-exclusive and can only be purchased via us.
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Capital Market
- Equities, preference Share, Debt Instruments: We also provide NJ E-Wealth A/c services to our clients through one of India’s most prominent distribution businesses.
- You will have straightforward access to capital market goods such as direct equities stocks and Exchange Traded Funds when you’re using the same (ETFs).
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Employee Benefits
- When people are your most valuable assets, rewarding them with a well-designed benefits package will help attract and retain the key talent an organisation needs to succeed. It goes without saying therefore, that any Employee Benefits program must be well-planned, properly controlled, efficient, cost-effective, and individually tailored to the needs of any business.
- Our employee benefits practice works to understand specific corporate needs and draws components from multiple insurers to design a plan that meets employees’ needs while staying in line with a company’s strategy, budget, and market practice.
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HNI Suites
- High-net-worth individuals and their families are the exclusive focus of our private client group. We recognise discrete needs based on our experience in protecting those who enjoy the finer things in life.
- Our team of experienced professionals understand that significant personal assets and wealth require a higher level of expertise and service.
- We work with our high-net-worth clients to understand their long-term goals and create a customised risk management program that protects their assets.
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General Insurance
- (Motor Insurance & Health Insurance): With our insurance solutions, you’ll get high-quality risk advising and management services.
- We provide the best risk management advice available in the insurance industry.
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Life Insurance
- Arms Plans, Life Insurances
- Cover You For All the Medical Emergencies
- Cover You Against Personal Accident
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Commercial Insurance
- The most common insurance policies are shopkeepers insurance, warehouse insurance, transit insurance, product and public liability insurance, employee liability insurance, marine insurance, and property insurance. These policies provide a safety net for business owners in case of any unforeseen problems.
- To safeguard business and property from any unseen circumstances and to handle the associated financial risks, it makes sense to opt for commercial insurance.
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Unlisted Shares
- Several unlisted companies including start-up companies have unique and high growth business models. Investment in unlisted shares offers huge potential of returns wherein substantial value unlocking usually happens when they go for IPOs.
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Pre IPO Placements
- We help unlisted companies do primary and secondary placement of their equity shares to domestic and global funds through our associates before they are planning to come out with an Initial Public offer whether in domestic or international capital markets.
