*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.
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.
Stock Portfolio Recommendation
Revealing the secret of Wealth Creation.
Disciplined investment approach with investment philosophy of creating wealth over long-term.
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.
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.
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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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.
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.
Depository
A depository holds securities such as shares, debentures, bonds, government securities, units etc. of investors in electronic form.
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*(All recommendation are either incidental to each asset class or is based on our principals recommendations).