Structured Investment Facilities (SIF)

Min: ₹10 Lakhs

Curated, research-backed portfolios for sophisticated investors looking for bespoke wealth solutions.

• Investors with a high-risk tolerance and a long-term horizon
• HNW families looking for customised portfolio strategies

Alternative Investment Funds (AIF)

Min: ₹1 Crore

Professionally managed alternative strategies for HNIs seeking diversification beyond traditional equities and debt.

• HNW investors comfortable with higher risk and longer lock-ins
• Investors looking for concentrated, high-conviction strategies

Portfolio Management Services (PMS)

Min: ₹50 Lakhs

Discretionary and non-discretionary PMS solutions focused on long-term wealth creation through equity and multi-asset strategies.

• Investors with sizeable portfolios seeking professional equity management
• Clients who prefer concentrated, research-driven stock portfolios

Direct Equity Advisory

Guidance on building and maintaining a direct equity portfolio aligned with your goals and risk appetite.

• Investors who prefer owning individual stocks instead of only mutual funds
• Clients willing to track markets and stay engaged with their portfolios

Mutual Fund Advisory

Goal-linked mutual fund portfolios designed for long-term wealth creation, liquidity, and discipline.

• First-time as well as seasoned investors looking for diversified solutions
• Families planning for education, retirement, or wealth transfer

Life Insurance Planning

Comprehensive life insurance planning to protect your family’s long-term financial security.

• Working professionals and business owners with dependants
• Families looking to secure future goals against life uncertainties

Health Insurance Solutions

Holistic health insurance planning to safeguard against rising medical costs for you and your family.

• Individuals and families seeking adequate health coverage
• Business owners looking at coverage for self and key employees

Fixed Deposit Solutions

Capital-preservation oriented fixed deposit options for conservative investors and near-term goals.

• Investors prioritising capital safety over high returns
• Retirees seeking predictable interest income

General Insurance Solutions

Protection solutions covering motor, home, office, and other assets against unforeseen events.

• Individuals and families owning vehicles and residential property
• Business owners with commercial assets and offices

Bond & Debt Solutions

Income-oriented bond and debt strategies for investors seeking stability and lower volatility.

• Conservative and moderate investors seeking regular income
• Retirees looking to balance growth and stability

Unlisted & Pre-IPO Shares

Access to select unlisted and pre-IPO opportunities for experienced investors with a high-risk appetite.

• Sophisticated investors seeking high-risk, high-variance opportunities
• Clients with long investment horizons and surplus capital