Mutual fund (MF hereafter) as a product segment is our focus and priority as we believe that it is a highly effective instrument to channelize one’s savings. It encompasses exposure to asset classes across the spectrum namely – equity, debt, gold, realty and structured products.

Our partner NJ Financial Services provides us with research on the myriad MF schemes. With this, we actively track the performance of the funds and advice our clients on a regular basis.

For clients looking at exclusive management of funds, we scout for the best performing portfolio management services in the industry.

Tax free bonds, infrastructure bonds, NBFC deposits.

Structured Products are investment vehicles combining the features of equity and debt. In India, structured products are generally issued and offered by financial institutions where they give investors the best of both worlds – capital protection as well as higher yields compared to other fixed income products.

We are in the process of tying-up with financial institutions.

To be introduced shortly.

We are ably supported by the insurance team of NJ Financial Services who not only help us get the best/optimum quote, but also lend their manpower and administrative support.