What we distribute
Five categories — equity, mutual funds, insurance, fixed deposits and bonds.
Different jobs need different instruments
No single product suits every purpose. The right mix depends on how long the money can stay invested and how much fluctuation you can live with.
Equity
Direct shareholding for investors who understand company-level risk and can stay invested through cycles. Equity trading and demat accounts are opened and operated through SEBI registered stock brokers and depository participants; we assist with the introduction and the paperwork.
- Facilitated through registered brokers
- Suited to long horizons and higher risk tolerance
- Market risk is borne entirely by the investor
Mutual Fund
The core of what we do. Equity, debt, hybrid, index, liquid and tax-saving schemes from every major asset management company in India, available as lump sum or SIP, in regular schemes distributed under our ARN.
- SIP from as little as ₹500 a month
- Schemes across all risk categories
- Units held in your own name with the registrar
Insurance
Term cover, health cover, endowment and other traditional policies from IRDAI licensed insurers. Cover is sized against your actual liabilities and dependants rather than against a premium budget picked out of the air.
- Term, health and traditional policies
- Claim assistance for policies routed through us
- Insurance is the subject matter of solicitation
Fixed Deposit
Company and corporate fixed deposits with defined tenures and interest payout options, for the portion of savings that must not fluctuate. Credit rating and issuer standing are discussed before anything is placed.
- Defined tenure and interest rate
- Ratings explained before you commit
- Interest is taxable as per your slab
Bonds
Government securities, tax-free bonds and corporate bond issues, subject to availability. Useful for investors seeking a predictable interest stream over a fixed period rather than growth.
- Subject to issue availability
- Interest and maturity terms fixed at issue
- Price can move if sold before maturity
Want to compare two options side by side?
Tell us the goal and the time you have. We will lay out the realistic choices, along with what could go wrong in each.