Our Services

Investment & Advisory

Holistic investment advice tailored to your goals and risk profile.

Demat Account Assistance

Setup and support for demat accounts — smooth onboarding and custodial guidance.

Equity Advisory

Stock-level research and tactical equity recommendations.

Portfolio Management (PMS Support)

Support for PMS onboarding, reporting and performance monitoring.

Mutual Fund Advisory

Fund selection, asset allocation and SIP strategies.

SIP – Systematic Investment Plans

Bridging clients to global markets, brokers and custodians.

Alternative Investment Funds (AIF)

Access to private funds and alternative strategies for diversification.

Commodities & Precious Metals Advisory

Guidance on gold, silver and commodity exposures.

Unlisted Shares & Pre-IPO Intelligence

Market intel and access to pre-IPO opportunities.

Sovereign Gold Bonds (SGB)

Advisory on SGB purchases and long-term strategy.

Initial Public Offering (IPO)

IPO research, application support and allocation strategies.

Non-Convertible Debentures (NCD)

High-yield fixed-income instruments analysis and sourcing.

Fixed Deposits & Bonds

Curated fixed-income suggestions for steady returns.

Debt & Income Instruments

Strategies to generate regular income from debt instruments.

Wealth Strategy & Planning

Long-term frameworks that align capital to life goals and values.

Designing disciplined growth with purpose

Practical plans to build disciplined savings and growth habits.

Financial & Goal Planning

Goal-based financial planning — education, retirement, major milestones.

Wealth Desk / Portfolio Review

Periodic reviews and rebalancing recommendations for your portfolio.

National Pension System (NPS)

Advisory on NPS allocations, tax implications and retirement benefits.

Loans Against Shares (LAS)

Structured loans using shares as collateral with competitive terms.

Loan Products & Structured Financing

Custom lending solutions for businesses and high-net-worth individuals.

Insurance & Risk Protection

Term, health and tailored risk-transfer solutions to protect your wealth.

Secondary Market Department

Execution support and secondary market trading expertise.

Market Research & Sectoral Insights

Sector deep dives and company-level research to inform decisions.

Macro Economic Reports

Regular macroeconomic outlooks and policy impact analysis.

Markets & Instruments

Overview of asset classes and instruments for multi-asset planning.

Forex Advisory & Market Insights

Macro analysis, INR-linked trends and currency risk management.

Global access. Local compliance.

Access global markets with local regulatory and tax compliance support.

Macro analysis, INR-linked pair trends

Detailed currency pair research and practical hedging ideas.

Intelligent execution

Execution strategies to optimise timing and cost for FX transactions.

Currency Exchange

Authorised exchange services and competitive conversion rates.

Authorised currency conversion & remittance guidance

Compliance-led remittance support for international transfers.