Offerings

PRODUCT BUSKET

Mutual Funds

• Professional Management: Experts handle your investments.

• Diversification: Minimize risk by spreading investments.

• Flexibility: Start with SIPs or one-time investments.

• Liquidity: Access funds when needed.

• Transparency: Regular updates keep you informed.

Types of Mutual Funds

• Equity Funds: High growth through stocks.

• Debt Funds: Stability with fixed-income securities.

• Hybrid Funds: Balance of growth and security.

• Index Funds: Low-cost exposure to the market.

• ELSS Funds: Save tax while building wealth

Equity and ETFs

Unlisted Share (Pre-IPO)

Boands & Fixed Deposit

1. Corporate Bonds

2. SGBs

3. Govt. Bonds

4. Corporate Fixed Deposits

PMS & AIF

1. ASK Investment Managers

2. WhiteOak Capital

Retirement Planing

1. NPS

2. ELSS

3. SWP

Insurance

1. Term Insurance

2. Health Insurance