Investment, Loan & Insurance Advisory
INVESTMENT ADVISORY SERVICES
Our roots in Investment Advisory Services run deep and we ensure that the customized and timely advice reaches each and every client. Keeping in mind the client’s convenience we offer well rounded investment advisory services across mediums – physical advisor mapping to digitally disseminating advice through our state-of-the-art products.
- Personalised Investment Advisory Services
- Portfolio Restructure
- Automated Advisory (IAP)
Please update us your details like Name, contact number and mail address. Further our team will contact and guide you.
FUNDING SERVICES
We help our clients make the most of the opportunity and a useful means to do this is by helping clients take enhanced positions through leverage. Our variety of lending products are carefully curated keeping the client and market risk in mind; while giving one of the best leverage available in the market.
- Business Loan like overdraft, Cash credit and Packing credit, Term Loans, etc.
- Loan Against Securities
- Margin Funding
- Stock Lending
- Housing Loans
- Leverage/ Exposure
VALUE ADDED SERVICES
In current times stock broking has gone beyond transactional advice and support. We have developed plethora of valuable add-ons which complement their equity trading experience and also aid them in making their association with us more fruitful and insights driven online financial services.
- SIP Through What’s app
- Dedicated Customer Service
INSURANCE
Also, we provide the Insurance advisory for Health, Life and General Insurance associated with the Leading Insurance companies.