Services

HIGH NETWORTH Individual Planning

There is a wide range of investments for HNWIs that includes tax planning, alternative investments, fixed deposits, treasury bonds, government and corporate bonds, etc.

Retirement Planning Strategies

Market indicators, such as, rate of inflation, decreasing Interest Rates, no Pension post retirement are a few factors that lead to a need for goal based customised investment plan after factoring in your current income, expenses, savings, planned retirement age, etc.
Mutual Funds, NSC, Pradhan Mantri Vaya Vandana Yojana, Senior Citizen Saving Scheme, Company Fixed Deposits are a few tools.

Tax Planning & Saving

Tax planning is a significant component of a financial plan. Reducing tax liability and increasing the ability to make contributions towards retirement plans are critical for success. The deductions are available from Sections 80C through to 80U under Income Tax Act, 1961 and can be utilised by eligible taxpayers.

Insurance Protection

Insurance Protection has proved to be crucial during the tough times of the Covid-19 pandemic whether it be Life Insurance , Term Insurance , Health Insurance .

Education Savings

India does not have an instrument demarcated for higher education expenses of children, like a college savings fund. What is required is an investment option that is structured to accumulate savings and allows taxfree withdrawals for higher education.
The choice of instrument made, basis how to balance risk and return by investing in mutual funds through SIPs would be a good option.

Fixed Income Planning

There are many investors who can't stand the volatility of market-linked plans. They are in a constant hunt for investment options that could assure them of safe and steady returns and at the same time help them save their taxes.
Company fixed deposit, Bonds, Monthly Income Plans are few best income plans that come under the low-risk category.

Financial planning

Financial planning is about how you can save money and invest it in the right places, rather than just collecting it. Financial goals may be short term such as planning a vacation or long term such as Retirement planning, something that everyone should have to live a happy life free of worry about the future. With so many responsibilities in life, we should consider investing our savings from time to time to be more secure.

Loans

Different loans for different needs.

Mutual Fund

One of the most significant aspects of wealth building is return on investment. Mutual funds allow you to gain exposure to a variety of asset classes and subclasses, perhaps resulting in higher returns.

Life and Term Insurance

Life insurance is the best way to create wealth & secure family’s future in the event of unfortunate death of the policyholder. Benefits are Financial Security, Death Benefit, Maturity Benefit, Guaranteed Returns, Wealth Creation, Tax Benefits, Retirement planning, Loan facility.

Medical Insurance

Medical / Health insurance helps you pay for medical services and sometimes prescription drugs for your own self / Family and Dependants.

Vehicle Insurance

Coverage for Own Damage, Third Party Liability cover, Personal accident cover , Accidental Death -Compensation to Family and much more.

Annuities

An annuity is a financial instrument issued and backed by an insurance company that provides guaranteed monthly income payments for the life of the contract, regardless of market conditions.

Postal Schemes

As the name reflects these are schemes floated by Post Office which are considered very safe but with low returns.
Some of the schemes are Senior Citizen Saving Scheme, National Saving Monthly Income, National Saving Certificate, Kisan Vikas Patra etc.

Bonds and other Fixed-Income Investments

A bond is a fixed income investment in which an investor loans money to an entity (typically corporate or governmental) which borrows the funds for a defined period of time at a variable or fixed interest rate.

Home Loans

Turn your dream of owning a home into reality with our Home Loans. Whether you are buying an apartment, constructing a house or renovating your home, we have the right Home Loan for you.

Personal Loan

Quick and easy solution to all your urgent financial needs. Whether you need funds for a medical emergency in your family, your sibling’s wedding, or to renovate your home, a personal loan can finance all your requirements. Personal loans have many advantages over other forms of credit, such as credit cards and informal loans from friends, family members or untrustworthy financiers. Most salaried persons, self-employed and professionals can apply for personal loans. With attractive interest rates, minimal documentation and speedy processing, we offer among the best personal loans.

Gold Loans

Educational Loan

Vehicle Loans

Mortgage Loan