Our Products
Mutual Funds (MF)
- Diversified investments across equity, debt, hybrid, gold, and silver schemes
- Limited Period SIPs, SWPs, and lump-sum options for flexible investing
- Portfolio projection and periodic performance reviews
- Recover EMIs and plan retirement efficiently through SIPs
- Suitable for both short-term and long-term wealth creation
Intelligent Model Portfolio (IMP)
- Ideal For: ₹2.5 lakhs and above
- Zero subscription or research cost – brokerage-only model
- Expert-driven, disciplined investment strategies
- Transparent and digital-first experience for seamless access
- acked by Motilal Oswal’s trusted research and insights
- Curated portfolios designed for smarter, long-term equity investing
Portfolio Management Services (PMS)
- Ideal For: ₹50 lakhs and above (as per SEBI norms)
- Professionally managed portfolios aligned with wealth objectives
- Custom asset allocation based on risk and return expectations
- Discretionary and advisory portfolio options available
- Access to institutional-grade market research and analysis
- Focus on disciplined, long-term wealth creation
Alternative Investment Funds (AIF)
- Ideal For: ₹1 crore and above (as per SEBI norms)
- Access to niche and alternative investment opportunities
- Managed by experts under regulated SEBI-compliant structures
- Designed for investors seeking higher return potential
- Diversified strategies across asset classes and sectors
- Emphasis on transparency and prudent risk management
Specialized Investment Fund (SIF)
- Ideal For: ₹10 lakhs and above (as per SEBI norms)
- Bridges the gap between Mutual Funds and PMS categories
- Regulated by SEBI to ensure investor protection and compliance
- Ideal for investors seeking structured and diversified exposure
- Designed for high-potential strategies with manageable entry
- Balances growth, income, and risk for smarter wealth building
Commodities
- Ideal For: Investors seeking portfolio diversification
- Investment options in gold, silver, and other key commodities
- Serves as a hedge against inflation and currency volatility
- Adds portfolio stability during market fluctuations
- Professionally managed exposure across global markets
- Ideal for investors aiming for balance and risk mitigation
Fixed Deposits (FD)
- Ideal For: Conservative investors seeking safety and steady returns
- Secure investment with guaranteed and predictable returns
- Offered through reputed banks and NBFCs
- Flexible tenure options to match liquidity needs
- Ideal for short- and medium-term financial goals
- Backed by a transparent, risk-free investment process
Broking Services
- Ideal For: Active investors and market participants
- Seamless trading in equity, derivatives, and debt instruments
- Backed by expert insights and in-depth market research
- Transparent brokerage and reliable client servicing
- Advanced trading tools and real-time support
- Designed to empower informed and confident investing