Our Services & Products
We provide a comprehensive range of financial instruments tailored to individual risk appetites, helping you build a diversified portfolio managed by experts.
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Equity Advisory
Build a high-conviction, research-backed direct equity portfolio tailored to your risk profile and return expectations. Our advisors identify opportunities across large-cap, mid-cap, and small-cap segments - with continuous monitoring, timely entry/exit guidance, and disciplined portfolio reviews to keep your equity investments performing.
- Large, mid & small-cap coverage
- Timely entry/exit guidance
- Disciplined portfolio reviews
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Mutual Funds
Build wealth systematically with expertly curated mutual fund portfolios. We align fund selection across equity, debt, hybrid, ELSS, and international categories to your specific goals, risk profile, and tax situation - backed by disciplined SIP structuring and regular portfolio reviews.
- Systematic Investment Plans (SIP)
- Regular portfolio performance auditing
- Direct and regular fund reviews
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Portfolio Management Services (PMS)
For investors seeking a more sophisticated, professionally managed equity portfolio, our PMS offering delivers customized strategies built around your wealth objectives. With a dedicated portfolio manager, higher concentration bets, and direct stock ownership, PMS goes beyond mutual funds to deliver a truly personalized investment experience.
- Dedicated portfolio manager
- Direct stock ownership
- Truly personalized strategy
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Capital Shield
Capital Shield Product lets you capture market-linked upside tied to your chosen underlying instrument — Nifty, Gold, or Bonds — with the comfort of capital protection built in. Designed for investors who want to participate in market growth without taking on full market risk, this is a smarter way to stay invested across asset classes.
- Capital protection built in
- Upside linked to chosen underlying (Nifty / Gold / Bonds)
- Reduced full market risk exposure
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Specialised Investment Funds (SIF)
A new, SEBI-regulated investment category bridging the gap between mutual funds and PMS. SIFs offer flexible, higher-conviction strategies with lower entry thresholds than PMS - ideal for experienced investors seeking differentiated portfolio exposure with professional oversight.
- SEBI-regulated category
- Higher-conviction strategies
- Lower entry threshold than PMS
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Alternative Investment Funds (AIF)
Access institutional-grade investment opportunities beyond traditional asset classes. Our AIF solutions span private equity, venture capital, hedge funds, and real estate strategies - designed for sophisticated investors looking to diversify and enhance portfolio returns with carefully managed risk.
- Private equity & venture capital
- Hedge funds & real estate
- Institutional-grade opportunities
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Loan Against Shares & Mutual Funds
Unlock liquidity without liquidating your long-term investments. Our LAS/LAMF facility lets you access funds at competitive interest rates, using your existing portfolio as collateral - so your wealth keeps growing while you meet immediate requirements.
- Competitive interest rates
- Portfolio stays intact & growing
- Quick access to liquidity
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Bonds & NCDs
Invest in government securities, corporate bonds, and non-convertible debentures for stable, predictable income. Our fixed-income specialists curate bond portfolios aligned to your yield expectations, credit risk appetite, and investment tenure - balancing return with capital safety.
- Government & corporate bonds
- Non-convertible debentures (NCDs)
- Yield-aligned portfolio curation
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Corporate Fixed Deposits
Earn higher, stable returns with Corporate Fixed Deposits - a reliable fixed-income option backed by reputed companies and NBFCs. Ideal for investors seeking predictable returns and capital preservation, with flexible tenures to match your financial goals.
- Backed by reputed companies & NBFCs
- Flexible tenures available
- Capital preservation focus
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All-in-One Access — Self-Directed Investing
A Self-Directed Investing account that complements your advised portfolio - offering ETFs, Equity Mutual Funds, and Options trading, with access to research and tools to manage your investments with confidence.
- ETFs, Equity MFs & Options trading
- Research & tools access
- Complements your advised portfolio