Your Investment Suite
We offer access to a comprehensive range of investment products, each serving specific purposes within a diversified portfolio.
From traditional mutual funds to sophisticated alternative investments, our platform provides the tools you need to build lasting wealth.
.
Mutual Funds: The Foundation of Diversification
Mutual funds remain a cornerstone of wealth building, offering professional management and instant diversification. Our platform provides access to a complete spectrum of mutual fund categories.
Solution-Oriented
Goal-based funds for retirement planning and children’s education needs
Debt Funds
Fixed-income securities for stability and regular income generation
Other Schemes
Specialized funds including index, sectoral, and thematic investment options
Hybrid Funds
Balanced allocation between equity and debt for moderate risk-return profiles
Equity Funds
Growth-focused investments in stocks across market capitalizations and sectors
Fixed Income & Insurance Solutions
Bonds
Direct investments in government and corporate bonds offer predictable income streams and capital preservation. Bonds provide stability to your portfolio while generating fixed returns.
- Government securities for maximum safety
- Corporate bonds for enhanced yields
- Tax-free bonds for optimized post-tax returns
- Customizable maturity profiles to match your timeline
Insurance Products
Protect your wealth while building it. Our insurance solutions combine life coverage with investment growth, ensuring your family’s financial security alongside wealth accumulation.
- Term insurance for comprehensive life coverage
- Unit-linked insurance plans (ULIPs) for market-linked growth
- Endowment plans for guaranteed maturity benefits
- Annuity products for retirement income planning
Sophisticated Wealth Management Solutions
Portfolio Management Services (PMS)
For investors seeking highly personalized portfolio management, our PMS offerings provide dedicated attention and customized strategies. Professional managers actively oversee your investments, making tactical decisions aligned with your objectives.
Ideal for: High-net-worth individuals seeking bespoke investment strategies with minimum investments of ₹50 lakhs.
- Direct equity ownership in your name
- Customized portfolio construction
- Active risk management and rebalancing
- Transparent performance reporting
Alternative Investment Funds (AIF)
Access sophisticated investment strategies typically reserved for institutional investors. AIFs invest in private equity, hedge fund strategies, real estate, and other alternative assets for portfolio diversification.
Ideal for: Accredited investors seeking enhanced returns through non-traditional asset classes.
- Category I: Venture capital and angel funds
- Category II: Private equity and debt funds
- Category III: Hedge funds and complex strategies
Advanced Investment Opportunities
Market Linked Derivatives (MLD)
Structured products that offer defined risk-reward profiles using derivative instruments. MLDs provide opportunities for capital protection while participating in market upside.
Benefits:
- Capital protection features
- Customized payoff structures
- Strategic hedging capabilities
- Access to complex strategies simplified
Global Access via GIFT City
Diversify beyond Indian markets through GIFT City’s International Financial Services Centre. Access global investment opportunities with tax efficiencies and regulatory advantages.
Opportunities:
- International equity and bond markets
- Foreign currency denominated investments
- Global alternative investment funds
- Tax-efficient cross-border structures
Ready to get started?
Connect with our wealth management team to discuss your goals and explore how our product suite can help you build lasting prosperity.