PRODUCT BASKET

Image

Mutual Funds

A mutual fund is a professionally managed investment fund that pools money from many investors to purchase securities. These investors may be retail or institutional in nature.

Mutual funds have advantages and disadvantages compared to direct investing in individual securities. The primary advantages of mutual funds are that they provide economies of scale, a higher level of diversification, they provide liquidity, and they are managed by professional investors. On the negative side, investors in a mutual fund must pay various fees and expenses.

Primary structures of mutual funds include open-end funds, unit investment trusts, and closed-end funds. Exchange-traded funds (ETFs) are open-end funds or unit investment trusts that trade on an exchange. Some close- ended funds also resemble exchange traded funds as they are traded on stock exchanges to improve their liquidity.

Capital Market

A capital market is a financial market in which long-term debt or equity-backed securities are bought and sold. Capital markets channel the wealth of savers to those who can put it to long-term productive use, such as companies or governments making long-term investments.

Capital markets are composed of primary and secondary markets. The most common capital markets are the stock market and the bond market.

Capital markets seek to improve transactional efficiencies. These markets bring those who hold capital and those seeking capital together and provide a place where entities can exchange securities.
Image
Image

Portfolio Management Services (PMS)

Portfolio investments are investments in the form of a group (portfolio) of assets, including transactions in equity, securities, such as common stock, and debt securities, such as banknotes, bonds, and debentures.

Portfolio investment covers a range of securities, such as stocks and bonds, as well as other types of investment vehicles. A diversified portfolio helps spread the risk of possible loss because of below-expectations performance of one or a few of them.

We live in a complex financial world. With our well qualified and experienced research team and financial expertise, we aim to simplify it for you by managing your money and aspiring to create long term, sustainable wealth for you. In addition to going through financial data, macro-economic pointers, business trends and analysis, we also cross-check the data points with on-site checks of the marketplace to corroborate and add valuable input to the research process.

Fixed Income

Fixed income refers to any type of investment under which the borrower or issuer is obliged to make payments of a fixed amount on a fixed schedule. For example, the borrower may have to pay interest at a fixed rate once a year, and to repay the principal amount on maturity. Fixed-income securities can be contrasted with equity securities – often referred to as stocks and shares – that create no obligation to pay dividends or any other form of income.

In order for a company to grow its business, it often must raise money – for example, to finance an acquisition; to buy equipment or land; or to invest in new product development. The terms on which investors will finance the company will depend on the risk profile of the company. The company can give up equity by issuing stock, or can promise to pay regular interest and repay the principal on the loan (bonds or bank loans). Fixed-income securities also trade differently than equities.
Image
Image

Insurance

Insurance refers to a contractual arrangement in which one party, i.e. insurance company or the insurer, agrees to compensate the loss or damage sustained to another party, i.e. the insured, by paying a definite amount, in exchange for an adequate consideration called as premium.

The insured receives a contract, called the insurance policy, which details the conditions and circumstances under which the insurer will compensate the insured. The amount of money charged by the insurer to the Policyholder for the coverage set forth in the insurance policy is called the premium.

Loans

For all Kinds of Loans from Banks and NBFCs

  • Business Loan
  • Home Loan
  • Loan against Securities (LAS)
  • Loan against Property (LAP)
  • Personal Loan
  • Car Loan
  • 2 Wheeler Loan
Image
Image

Tax Consultancy and Tax Return Filing

Personal Taxation
We offer Income Tax Consultancy Services and help in managing your Tax impact due to various income sources including Capital Gains and Filing Your Individual Tax Returns

Business Taxation
We offer Income Tax Consultancy for Companies & Partnership Firms for all kinds of Business of all sizes, we also offer Income Tax Return Filing Services for Non Individuals.

Enterprise Resource Planning

ERP is an application that automates business processes, and provides insights and internal controls, drawing on a central database that collects inputs from departments including accounting, manufacturing, supply chain management, sales, marketing and human resources (HR).

ERP gives visibility that empowers management to analyse various scenarios, discover process improvements and generate major efficiency gains. An environment that translates to cost savings and better productivity as people spend less time digging for needed data. ERP helps organisations outpace change and respond quickly to volatile market changes. A continuous Innovation enabled by advanced ERP results in business agility and greater operational success.

We offer System Designing services for ERP software that’s tailored to meet the needs of a business and pays rich dividends, making these systems a critical tool for companies across industries and of all sizes.
Image
Image

ERP System Implementation

System Implementation is configuring and deploying the system with proper planning keeping in mind the organization needs and requirements. Successful implementation requires careful planning and a structured, phased implementation approach. A rigorous test is required before deploying it to users.

We offer our Services to Implement the Systems across Industries, across sectors to Manufacturers, Service Providers and Merchants Businesses of all Sizes.

Following is Included in Implementation
  • Defining the Scope 
  • Analysing the Business Requirements, 
  • Migrating and Data Mapping
  • Testing the System 
  • Training End Users 
  • Software Deployment – "Go-Live"
  • Post go-live support 


Digital Certificates

We offer services to obtain Digital Certificate.A digital signature certificate attached to any document is a binding commitment by the signature holder in accordance to IT Law in India. The use of digital signature is going uphill because unlike a handwritten signature, it is considered impossible to counterfeit or fake a digital signature. With technological advancement we are moving away from the pen and paper world to an electronic era. Now-a-days most of the government and private tenders are collected electronically only. In India it mandatory for most, to file taxes like Income Tax, GST, and MCA etc. electronically. In all this electronic transactions uses of digital signature is mandatory to make it legally binding.

Uses of digital signature certificate also include sending secure email as well as doing web-based monitory transactions. You can also use Digital Certificate for code singing of any software developed by you or to prove ownership of your domain name. In India uses of digital signature is also mandatory for patent and trademark registration.

The foremost e-filling, e-tender and e-procurement websites where the use of Digital signature in required for login \
Image

© All Rights Reserved

 Contact Us | Disclaimer

SEBI | RBI | BSE | NSE | CDSL | AMFI | Investor Awareness

© 2025 All Rights Reserved. "Name as per AMFI" AMFI- Registered Mutual Fund Distributor.
(ARN:____ Date of Initial Registration:_________& Current Validity:_________).

011323