Mutual Funds (MF) Distribution
Distributing a wide range of mutual fund options across diverse investment needs
We distribute a diverse selection of mutual fund schemes, handpicked from top asset management
companies (AMCs), to help you grow your wealth steadily and confidently in line with your financial
goals, risk profile, and investment time horizon and objectives.
Explore Mutual Funds
Portfolio Management Services (PMS)
Access professionally managed portfolios through
trusted
PMS providers
We distribute a wide range of PMS solutions from trusted providers to meet your investment needs and
support
your portfolio goals, guiding you every step of the way with suitable strategies, professional
expertise, and
disciplined risk management.
Explore PMS
Alternate Investment Funds (AIF)
Accessing alternative investment opportunities through trusted fund managers and providers
Access high-potential investments beyond traditional markets through our distribution of carefully
selected AIFs. These alternative assets, like private equity and hedge funds, provide opportunities
to diversify your investment portfolio.
Explore AIFs
Fixed Income
Facilitating investments in Corporate FDs, as well as
Primary and Secondary bonds, for stable returns
Fixed income investments, like corporate fixed deposits (FDs) and
bonds (primary and secondary) offer generally stable returns with
lower risk. We provide secure and predictable options to help you
earn consistent income.
Explore Fixed Income
Retirement Planning
Creating personalized retirement plans to secure your
financial future
Start planning today for a secure and comfortable retirement. Our experts help you design a
tax-efficient retirement plan that builds wealth, minimizes risks, ensures financial stability, and
provides greater financial security throughout your post-retirement years.
Explore Retirement Planning
Insurance Distribution
Finding the right insurance coverage to protect what
matters most
We simplify insurance distribution by connecting individuals, NRIs,
and corporates with the right policies and providers, including
life, health, general, and group insurance, to provide adequate
coverage solutions that secure your family, health, employees, and
assets.
Explore Insurance
National Pension System (NPS)
A government-backed scheme for securing a comfortable
retirement, with tax benefits
NPS offers flexibility to choose your investment approach, track your contributions, and work toward
building a stable income stream for your post-retirement years, while benefiting from tax advantages
and disciplined long-term retirement savings.
Explore NPS
Loan Against Mutual Funds & Shares
Access liquidity against eligible investments through
trusted lending partners
We facilitate Loan Against Mutual Funds & Shares through trusted partners, subject to eligibility,
loan-to-value limits, interest rates, tenure, charges, collateral requirements, and all other
applicable terms and conditions.
Explore Loans Against Investments
Estate Planning
Helping structure your estate and legacy with
professional support
We provide estate planning services to help organise your assets, wishes and legacy, including
assistance with Will preparation and related estate-planning requirements, with appropriate
professionals involved where legal or specialised support is required for your family and future.
Explore Estate Planning
