Products
What we do.
Mutual Funds
Pooling of investors money which is then invested by professional fund managers in stock market for optimizing capital and also gains.
Life Insurance
By adequate Life Cover, we protect our family’s future and also cover the risk associated with the loss of the main breadwinner. Family protection comes first.
Health Insurance
Protecting self and family from unexpected hospitalization expenses and to provide the needed comfort in challenging times arising out of illnesses.
Retirement Solutions
Solutions and planning for a smooth and happy retired life for every individual. To lead a life with dignity, respect and enjoyment.
Investor Awareness Programs
Awareness and education together can provide the much needed confidence to investors to tackle market volatility and also appreciate the advise provided by MFDs.
Mutual Funds
A mutual fund is essentially a common pool of money in which investors invest their contribution. This collective money is managed and invested by professional fund managers in stocks and bonds based on the investment philosophy.
Some common categories of mutual funds are:
- Equity funds: Funds that invest only in stocks and other equity instruments.
- Debt funds: Funds that invest only in fixed income instruments.
- Money market funds: Funds that invest in short-term money market instruments.
- Hybrid funds: Funds that divide investments between equity and debt to create a balance.
Life insurance is for the client and his/her family’s peace of mind. With a life insurance policy in place, one can:
- Ensure security to your family.
- Protect your home mortgage, loans, credit card borrowings etc.
- Extend finance to your loved ones to achieve their goals in your absence.
- Consider other retirement saving/investment options.
Life Insurance
Health Insurance
Health Insurance is often ignored by most of the citizens.. the benefits far outweigh the risk one carries if Health Policy is not taken.
- Every human suffers from some illness or injury in lifetime.
- Emergencies or illness can come anytime without giving any warning.
- There are no good facilities in government hospitals whereas private hospitals are too expensive.
- Doctor’s fees, diagnostic charges as well as the medicines value are too expensive.
- No mediclaim means you have to incur health expense from the savings you did for your other important goals and dreams.
Solutions that help and support the individuals post their active earning years , to live happily and with peace of mind.
Retirement Solutions
Investor Awareness Programs
For the investors to know the basics of Investment approaches so that unknown fears and apprehensions are removed.
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