Wealth & Investments
Grow Your Wealth Securely
Professionally managed mutual funds and custom portfolio strategies designed to help you plan smart and protect your tomorrow.
Wealth Creation
Mutual Funds
Grow your wealth with professionally managed mutual funds. Start small, stay invested, and benefit from the power of compounding over time with custom strategies.
Indicative Yield
12% - 15% p.a. (Historical avg)
Key Benefits
- Diversified asset allocation reduces capital risk
- Systematic Investment Plans (SIP) starting as low as ₹500/month
- Liquidity options to redeem your money anytime
- Tax saving options (ELSS) under Section 80C
Requirements for KYC
- Aadhaar Card, PAN Card (KYC registration)
- Registered mobile number for OTP confirmation
- Bank account details & cancelled cheque
Target Profile
Indian residents, NRIs, and HUFs. Age: 18+ years (or minor under guardian).
Processing Timeline
Phase 01KYC Registration
Phase 02Risk Profile Check
Phase 03Fund Selection
Phase 04SIP/Lumpsum Activation
Bespoke Wealth
Portfolio Management
Expertly managed portfolios tailored to your risk profile and financial goals. We focus on active wealth creation, risk diversification, and consistent long-term growth.
Indicative Yield
Customized Target Portfolio
Key Benefits
- Dedicated professional fund managers tracking the markets
- Direct stock or security ownership in your individual demat
- Real-time transparent portfolio reporting and analytics
- Custom tailored rebalancing to protect capital during market cycles
Requirements for KYC
- PAN, Aadhaar, Passport / Driving License
- Last 3 years Income Tax Returns (ITR)
- Dematerialized account opening paperwork
Target Profile
High Net-worth Individuals (HNIs), corporate firms, and trusts. Minimum ticket size as per regulatory norms.
Processing Timeline
Phase 01Financial Assessment
Phase 02Investment Strategy Design
Phase 03Demat Setup
Phase 04Portfolio Execution