Investments, Insurance, Funding & Taxation

For individuals:

    • Financial and Real Estate investments (residential, commercial)
    • Investments in Mutual Funds, Corporate FDs, AIF, PMS, SIF, GIFT city products, MLD, NPS, capital gain bonds, RBI floating rate bonds, and unlisted shares
    • Life insurance based on your life stage and family protection requirements
    • Policy exchange (to provide liquidity against your valid life insurance policy)
    • General Insurance (Health, Vehicle, Property, Travel, Personal Accident)
    • Personal Taxation
    • Demat & Trading Account (for shares, bonds & ETF)
    • Home Loan, Loan against securities (LAS), loan against property (LAP), Credit Cards

For SMEs:

      • Financial and Real Estate Investments (commercial)
      • Group Life insurance, General insurance (health, vehicle, property, fire,  Marine)
      • Demat & Trading Account (for shares, Bonds & ETF), NPS
      • Loan against securities (LAS), Loan against Property (LAP), Credit Cards
      • Business funding- Working Capital, Term Loan, Non-fund based (LC), LRD, Bill Discounting, Private Equity
“If you don’t find a way to make money while you sleep, you will work until you die.”

-Warren Buffett