Investments
Through Holistic Investment Planning our aim is to help you protect & grow your wealth.
How we help
Leave the complex decision making on us, we will-
- Identify Your financial goals and your financial resources
- Set Realistic goals & Investment targets keeping in mind your risks & time horizon
- Help you meet Current income & cash flow needs
- Manage risk in line with your goals
- Ensure that your assets are strategically allocated, diversified & managed.
Important Investment Products
- Equity Mutual funds - invest in Equity stocks
- Debt Mutual Funds - invest in fixed interest securities
- Direct Equities - Stocks
- PPF - compounding of tax free interest
- NPS - Retirement focused investment
- Bank FD’s - one of safe choices
- Company fixed deposits - for long term investment
- ULIP’s - invest in debt & equity markets
- Bonds - provide high rate of interest
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