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INVESTMENT PLANNING ? We won’t leave you adrift when you need direction.

WEALTH PLAN DIFFERENCES

OUR SERVICES

Mutual Fund

A mutual fund is a professionally managed investment fund that pools money from many investors to purchase securities.

Health Insurance

Health Insurance is an insurance policy that ensures that you get cashless treatment or expense reimbursement, in case you fall ill.

General Insurance

General insurance or non-life insurance policies, including automobile and homeowners policies, provide payments depending on the loss from a particular financial event.

Home Loan

A loan advanced to a person to assist in buying a house or flat.

Equity Broking

An equity market, also known as the stock market, is a platform for trading in company shares.

IPO

Initial Public Offering is the process by which a private company can go public by sale of its stocks to general public.

PMS

Investment management is the professional asset management of various securities and other assets in order to meet specified investment goals for the benefit of the investors.

Life Insurance

Contract between an insurance policy holder and an insurer or assurer, where the insurer promises to pay a designated beneficiary a sum of money .

Fixed Deposit

Financial instrument provided by banks or NBFCs which provides investors a higher rate of interest than a regular savings account, until the given maturity date.

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