Services

Mutual Funds

Investing in a mutual fund involves putting money together from various investors with similar objectives. One of the main benefits of investing in mutual funds is that they provide professional management and diversification at a relatively low cost. By investing in a mutual fund, you can gain exposure to a wide range of assets, which can help to reduce the overall risk in your portfolio. 

 

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Fixed Deposit

An interest-bearing company Fixed Deposit (FD) is a deposit held at fixed rates for a fixed period. The main advantage of fixed deposits is that they offer a higher interest rate compared to savings accounts, making them a popular choice for people looking to grow their money over time.
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Protection

Insurance is a type of financial product that helps protect individuals and businesses from financial loss. There are many different types of insurance, including health, life, car, home, and business insurance. Each type of insurance is designed to protect against specific risks or events. For example, health insurance helps protect individuals from the high costs of medical care, while home insurance helps protect homeowners from losses due to natural disasters or theft.
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Stock Broking

Trading is the buying and selling of financial instruments in order to make a profit. These instruments range from a variety of assets that are assigned a financial value that goes up and down – and you can trade on the direction they take. You may have heard about stocks, shares, and funds. But there are thousands of financial markets you can trade, and a variety of products you can use to trade them.
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Bonds

Bonds are units of corporate debt issued by companies and securitized as tradeable assets. A bond is referred to as a fixed-income instrument since bonds traditionally paid a fixed interest rate (coupon) to debtholders.

Bond prices are inversely correlated with interest rates: when rates go up, bond prices fall, and vice-versa. Bonds have maturity dates at which point the principal amount must be paid back in full or risk default.

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National Pension System

National Pension System (NPS) is a voluntary, defined contribution retirement savings scheme designed to enable subscribers to make optimum decisions regarding their future through systematic savings during their working life. NPS seeks to inculcate the habit of saving for retirement amongst the citizens.

NPS offers a range of investment options and choices of Pension Funds (PFs) for planning the growth of the investments in a reasonable manner and monitoring the growth of the pension corpus. Subscribers can switch over from one investment option to another or from one fund manager to another.

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Retirement

You retire from work, not life. You may have a new set of dreams for your post-retirement life. At the same time, you may also want to maintain your day-to-day lifestyle without worrying about expenses.

By planning in advance, you can define the path to achieve these life goals without any financial dependence.

Here we can help you in planning your retirement with a small amount of Investment.

Wealth Creation

The importance of wealth creation can be summed up by a statement made by legendary investor Warren Buffet – “If you don’t find a way to make money while you sleep, you will have to work till you die”.

The quote explains that a person who survives on a salary with no money left over between paydays will sadly work until the day they die or rely on assistance from others when they can no longer work. One must save, invest, and build an income stream that makes money regardless of whether you work or not.

Tax Saving

The primary benefit of tax saving is that incorporating tax-saving investments into your portfolio early on gives you a head-start for the future. Moreover, it gives a longer duration for your investments to start yielding returns for a period when you might need them most. This is particularly useful for market-linked tax-saving investments such as Equity Linked Savings Schemes (ELSS), specific tax-saving mutual funds, and Tax-Saving Fixed Deposits.