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Offers and Plan

Benefits of Investing with us

Online Investments Reports, Dedicated Manager, Asset Allocation, Periodic Portfolio Review, Paperless Transaction, Mobile Apps for Portfolio viewing and transactions

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Financial Planning

Financial planning is a multi-step process that provides you with two important things: An in-depth review of your current financial situation, and a blueprint that shows you how to achieve your goals and future objectives. Don’t just dream… Plan! ‘Let us help you plan for the years ahead.’

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Investment Planning

Single Goal Plan, Child Education Plan, Child Marriage Plan, Retirement Plan

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Mutual Funds

Domestic Mutual Funds (all AMCs). Purchase Transaction, Redemption Transaction, Switch Transaction, New Fund Offer (NFO), Systematic Investment Plan (SIP), Systematic Transfer Plan (STP), Asset Allocation, PMS, Mutual Fund Online Transaction Facility, All type of Online Portfolio Report

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Health Insurance

Individual Health Policy, Family Floater/ Health Policy, Surgery Cover, Comprehensive Health Insurance, Group Health Insurance, Mediclaim Policy, Critical Illness, Senior Citizen Health Insurance, Group Personal Accident, Cancer Insurance

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Life Insurance

Term Insurance, Group Life Insurance Cover

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Motor Insurance

Car Insurance, Two Wheeler Insurance, Third Party Insurance, Commercial Vehicle Insurance,

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Travel Insurance

Domestic Travel Insurance, International Travel Insurance, Student Travel Insurance, Medical Travel Insurance, Group Travel Insurance, Senior Citizen Travel Insurance, Family Travel Insurance, Multi Trip Travel Insurance, Single Trip Travel Insurance, Corporate Travel Insurance

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General Insurance

Motor Insurance, Health Insurance, Travel Insurance, Home Insurance, Marine Insurance, Rural Insurance, Commercial Insurance, Property Insurance, Householder, Fire Insurance, Crop Insurance, Burglary Insurance

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Office Package Insurance Policy

Offers Policy for such Offices as Commercial Offices, Government Policy, ITES and BPO Call Centres, Software Development Office, Office Premises including Warehouse and Manufacturing Premises

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NRI Services

Mutual Funds Services, Life Insurance, Health Insurance, Portfolio Management Services (PMS), Bonds, Fixed Deposit,

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Bonds and FD's

-Fixed Deposits of companies -Government/ RBI/ Infrastructure bonds


Pick a plan that’s right for you.

No hidden costs or commissions — we charge you mainly for our advisory services.

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