Minimal Paper Work
Online Onboarding
NRI Investments
Online Reports For Investments Analysis
Online Portfolio Access
Advanced Reports
NRI investments
Investing in India is a great way to diversify your investments, earn compelling returns and participate in your home country’s economy. If you are looking to start investing in India, we will guide you in this we offer different strategies for NRI investment.
Financial Services
- Estate planning
- Retirement planning
- Tax planning
- Insurance planning
- Investment planning
- Cash flow planning
- Child education planning
- Travel planning
Financial Consulting
- Determine current financial situation
- Develop financial goals
- Identify alternate courses of action
- Evaluate alternatives
- Create and implement your financial action plan
- Review and revise financial plan
Investment options
Simplifying complex choices between
- Physical assets
- Financial assets
Mutual funds
Why Mutual Funds?
- Safe & Transparent
- Flexible Investment Tenure
- Convenient & Hassle Free
- Minimal Paperwork
- SIP – Power of Compounding
- Manages Inflation
- Taxation Benefits
Type of Mutual Funds
- Debt
- Equity
- Balanced
Tax Planning
- ELSS
- Investments under Sec 80C
- Investments under Sec 54
- Tax savings FD
- NPS
- NSC / SSY / SCSS / PPF
Insurance
Why Insurance?
- Financial Protection for Family against Uncertainties
- Safety of your Family from Loans and Debts
- Financial Cover for Disability and Terminal Illness
- Regular Payouts for Family when you are not around
Life Insurance
- Term Plan
- Endowment Plan
- Annuity
- Child Plan
- Money Back Policies
- Guaranteed Return
- Policies with Bonus
- ULIPs
General Insurance
- Vehicle Insurance
- Home / Office Insurance
- Travel Insurance
- Building Insurance
- Marine Insurance
- Indemnity Insurance
Health Insurance
- Individual Mediclaim Policy
- Family Floater
- Senior Citizen Policy
- Maternity Policy
- Critical Illness Policy
- Group / Employee Health Insurance
- Preventive Health Care
- Personal Accident Cover
Corporate FDs / Bonds
A company FD is one of the reliable investment options, if identified carefully, that helps you to grow your wealth seamlessly. A company fixed deposit is also known as a corporate FD.
- Highest rated, safe and better Interest Rate Corporate Fixed Deposits
- 54EC Capital Gain Bonds
- Save Tax on sale of Property
- Security
- Safety
- Tax-free Bonds
- Tax-free Interest Income
- Suitable for Retirees
- Suitable for HNIs
- Higher Post Tax Returns
- Long Tenures
- Non-Convertible Debentures
- Highly liquid as it’s listed on exchanges
- Backed by company’s assets
Loan processing
Using our expertise, we can assist you in obtaining the following types of loans.
- Home loans
- Business loan
- Personal loan
- Car loan
Will and Estate Planning
- Succession
- Trust
- Charity
- Property Disposition
- Power of Attorney
- Advance Healthcare Directives
- Nomination
- Will planning and Execution
