Our time-tested approach to highly distinct needs of our clients through a simple yet composite offering is what we take pride in.

We offer multiple investment platforms for execution along with a wide range of investment options to choose from.

Our clients include Corporates, Trust's, Professionals, NRI's and Ultra HNIs.

• Mutual Funds

  Our Mutual Funds coverage universe represent more than 80% of Industry's Asset under management.

• Secured & Unsecured Non-Convertible Debentures

  High yield Secured & Unsecured NCD's on a private placement basis are available for subscription on our platform.

• Corporate & Fixed Deposits

  Multiple Corporate & Fixed Deposits with attractive yields and flexible payout options are available to choose from. Loan facility of up-to 75% of the deposit amount is an additional feature.

• Portfolio Management Schemes

  Discretionary Portfolio Management Services of leading AMC's are available on our platform.

• Alternate Investments:

  We undertake mandates from Ultra HNIs seeking diversification into alternate investments and provide them with opportunities covering AIF's, fulfilling the dream of owning a minority stake in unlisted companies or invest in a sector focused Private Equity fund.

• Structured Products

  Principal protected structured products issued by leading NBFC's and Bank's can be customized to capture multiple market scenarios.

We offer multiple online platforms as well as offline mode in selected cities.

• ESOP & IPO Financing

  Financing the margin for exercising ESOP's & Margin Funding to participate in opportunities like IPO's, Open Offers.

• Financing against Securities

  Line of credit against Equities, Corporate Bonds, Mutual Funds & Insurance.

• Secured & Unsecured Loans

  Personal Loans, Vehicle loans (New & Used Vehicle Loans) and loans for purchasing equipment.

• Home Loans

  Home loan can be availed for purchasing new & resale homes, plots and commercial property with attractive interest rates and customized repayment options.

We offer Innovative and Need Based Structured Risk Management solution to Corporates, Professionals, NRI's HNI's and Retail Clients.

• Group Liability Solutions

  Group Fund based and Traditional liability solutions. This segment will be our key focus area as we persistently work with promoter group of SME and MSME's.

• Group Term Solutions

  Group Employer and Employee term cover with additional benefit.

• Life Insurance Solutions

  We offer goal based Pure Protection and Wealth Accumulation Plans.

• Health Insurance Solutions

  We provide Comprehensive and Specialized health covers to ensure protection against all kind of health related eventualities

• General Insurance Solutions

  Competitive, comprehensive and innovative solutions covering - Motor (Fleet & Individual), Fire/STFI, Commercial (Marine, Manufacturing & Service Provider), Overseas Student Travel and others.

• Our Partners

  Market Leaders Like Bajaj Allianz, ICICI Lombard, Star Health, ICICI Pru Life, Etc.

We provide access to exclusive services offered by specialists which are by invitation only.

• Family Office & Succession Planning.
• Access to Global Financial Products.
• Financing for Yacht, Aircraft and Vintage cars.