*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.

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Direct Equity

Equity may scare you but will not kill you.
Equity generally refers to the buying and holding of shares of stock on a stock market by individuals and firms in anticipation of income from dividends and capital gains, as the value of the stock rises.

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Stock Portfolio Recommendation

Revealing the secret of Wealth Creation.
Disciplined investment approach with investment philosophy of creating wealth over long-term.

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Mutual Fund

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.

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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.

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P2P Lending

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;

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Understanding Debt instruments/Securities
A bond is a debt 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.

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Life Insurance

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.

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General Insurance

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.

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A depository holds securities such as shares, debentures, bonds, government securities, units etc. of investors in electronic form.

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Internet Trading

Online trading is the act of placing buy/sell orders for financial securities and/or currencies with the use of a brokerage’s internet-based proprietary trading platforms.

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*( We are neither qualified certified financial planner nor Sebi Registered investment advisors. We only suggest and/or recommend investment which is either incidental to each asset class or as recommended by our principals and execute them in the capacity of distributors/Intermediaries.)
(AMFI Registered Mutual Funds Distributors – Panam Shares and Services, Panam Capital Market LLP and Caerus Global Financial Services LLP)