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Contact info

Location
Office No. 2, 1st Floor, Ajanta Plaza, Opp. NHP School, Sector 19, Airoli, Navi Mumbai - 400 708

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Products

Plan • Invest • Protect

Mutual Funds

A professionally managed investment option that pools money from multiple investors and invests in diversified asset classes such as equity, debt, and hybrid schemes. Ideal for long-term generating prosperity through Systematic Investment Plans (SIPs) or lump-sum investments.

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Equity
Stocks / Shares

Direct investment in companies listed on the stock exchange. Equities provide opportunities for higher returns with ownership benefits, but also carry market risks. Best suited for investors with a higher risk appetite.

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Exchange-Traded Funds

A basket of securities that trade on the stock exchange just like shares. ETFs combine the diversification benefits of mutual funds with the liquidity and flexibility of stocks.

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Insurance
Life, Health & General

  • Life Insurance: Protects your family’s financial future in case of any unforeseen event. Includes term plans, endowment, and ULIPs.
  • Health Insurance: Plans provide comprehensive coverage for medical expenses, ensuring you and your loved ones receive the best care. With our policies, you can:
    • - Get cashless hospitalization treatment
    • - Enjoy coverage for pre and post-hospitalization expenses
    • - Access a wide network of hospitals
  • General Insurance: Safeguards against unexpected financial losses in health, motor, travel, and property. Ensures peace of mind with financial protection.
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Portfolio Management Service

A specialized investment service offered to high-net-worth individuals (HNIs) who prefer a tailored and actively managed portfolio of stocks, bonds, and other assets.

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Bonds

Fixed-income instruments issued by governments or corporations. They provide stable and predictable returns with comparatively lower risk, suitable for conservative investors.

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Fixed Deposits (FDs)

Traditional and safe investment option where you deposit money with a bank/NBFC for a fixed tenure and earn guaranteed interest. Suitable for capital preservation and assured returns.

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Loan Against Mutual Funds

Instead of redeeming your investments, you can take a secured loan against your mutual fund holdings, ensuring liquidity without breaking your investment growth.

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Will Writing

A legal document that ensures smooth transfer of your wealth and assets to your loved ones according to your wishes, avoiding disputes and complications.

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