Your Trusted Partner for Mutual Funds, SIP, SWP and NPS Services
Invest in equity mutual funds for long-term capital growth. These funds primarily invest in stocks and are ideal for investors with a high-risk appetite seeking higher returns. We offer diversified portfolios across large-cap, mid-cap, and small-cap categories, with expert analysis and portfolio management.
Opt for debt mutual funds for stable income and capital preservation. These funds invest in bonds, government securities, and money market instruments, suitable for conservative investors. Enjoy regular interest payouts and lower risk compared to equity funds.
Balance risk and return with hybrid mutual funds that combine equity and debt investments. Perfect for moderate-risk investors, these funds offer growth potential with some stability. We provide options like aggressive hybrid, conservative hybrid, and balanced advantage funds.
Dynamic allocation funds that adjust equity and debt exposure based on market conditions. Ideal for volatile markets, these funds aim to provide downside protection while capturing upside potential. Suitable for investors seeking adaptive strategies without active management.
Passive investment options that replicate market indices like Nifty 50 or Sensex. With low expense ratios and minimal tracking error, index funds are great for long-term investors. We help you choose funds that match your risk profile and investment goals.
Tax-saving mutual funds under Section 80C, offering deductions up to ₹1.5 lakh. With a 3-year lock-in, ELSS provides equity exposure for wealth creation while saving taxes. Ideal for investors looking to build a corpus with tax benefits.
Invest small amounts regularly in mutual funds through SIP. This disciplined approach helps in rupee-cost averaging, reducing market volatility impact. We offer flexible SIP options in various funds, with auto-debit facilities and online tracking.
Withdraw funds periodically from your mutual fund investments. SWP provides a steady income stream, useful for retirees or those needing regular cash flow. Customize withdrawal amounts and frequencies to suit your financial needs.
Secure your retirement with NPS, a government-backed pension scheme. Enjoy tax benefits under Section 80CCD, flexible contributions, and annuity options. We assist in account opening, fund selection, and management for a comfortable post-retirement life.
