Advisory / Planning

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.


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.

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.


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.

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.

Stock Portfolio Advisory Services

Revealing the secret of Wealth Creation.

Disciplined investment approach with investment philosophy of creating wealth over long-term.

Currency Trading

The currency market, or forex (FX), is the largest investment market in the world and continues to grow annually.


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

NRI Desk

NRIs are permitted to make direct investments in shares/ debentures of Indian companies/ units of mutual fund.

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.