Pre IPO – Unlisted Equity
Also known as OTC securities
These are equity shares of a company that is not listed on any recognized stock exchanges.
*Recommendations / Execution
It is all about managing your Money
Investing requires information and understanding of your present and future requirements. As people move through the various stages of life, their needs and financial goals too change.
Paradigm of Wealth Creation.
A Mutual Fund is a trust that pools the savings of a number of investors who share a common financial goal.
Imagine applying for a loan, simply by providing a few data points on an online fintech portal, and within few mins/hours having your loan approved for funding; as against the traditional process of visiting the Bank / NBFC branch;read more
Insure because ‘LIFE’ is uncertain.
Life Insurance is a contract by which you can protect yourself against specific losses by paying a premium over a period of time.
Secure your health as tomorrow is not guaranteed.
There are also other covers such as Errors and Omissions insurance for Professionals, Credit insurance, Flood, Earthquake, Machinery breakdown etc.
Stock Portfolio Recommendation
Revealing the secret of Wealth Creation.
Disciplined investment approach with investment philosophy of creating wealth over long-term.
A depository holds securities such as shares, debentures, bonds, government securities, units etc. of investors in electronic form.read more
*(All recommendation are either incidental to each asset class or is based on our principals recommendations).