Product Basket
Product Basket
Having an adequate product basket across different assets classes, risk profiles and by different companies is very crucial to offer holistic, unbiased and need-based structured solutions or strategies to clients. We proud ourselves in providing our clients with a single point, unrestricted access to a rich basket of growing financial & non-financial products.
Mutual Fund
We have all the mutual fund schemes on offer by virtually all the Asset Management Companies (AMCs) in the country. As a client, you can access any scheme with us, either in physical mode or even in a demat /stock-exchange mode with Trading Account services.
Portfolio Management Services (PMS)
We offer Portfolio Management Services (PMS) strategies with direct equity and mutual funds as the underlying products from the leading PMS providers in India. Some of our PMS strategies are exclusive in the market which can only be subscribed through us.
Fixed Income
We also offer clients with diverse fixed income products, namely Non-Convertible Debentures (NCDs), Infrastructure and RBI Bonds, Company Deposits, etc. from some of the leading companies, institutions in India.
Health Insurance
Paperless processing of Fresh applications, Roll Over cases and Renewals of ongoing health policies
Handling Health Claims
Special Service: Undertaking Client’s grievances of claims rejected, with Insurance Ombudsman, to effectively advocate Claims
General Insurance
Fire Insurance
Burglary Insurance
Employee Compensation (WC) Insurance
Professional Liability Insurance
Doctor’s Indemnity and Hospital Insurance
Any other General Insurance
Contractor’s All Risk Insurance
Life Insurance
Paperless processing of Client’s Insurance Applications and managing Renewals of ongoing insurance policies
Handling Death Claims
Insurance
Experience quality risk advisory and management services with our insurance solutions. We offer the best of risk management advisory available in insurance.
