Demat Account

This service involves opening a Dematerialized (Demat) account for free to hold and manage your investments in electronic form, primarily stocks and other securities. Customized brokerage plans as brokerage fees might vary based on your trading frequency or investment volume.

Mutual Funds and SIP

This service involves helping clients invest in mutual funds, which are a pool of funds collected from multiple investors for investing in securities such as stocks, bonds, and other assets. SIP allows individuals to invest a fixed amount at regular intervals, promoting disciplined and systematic investing.

Investment Advisory

This service typically provides clients with professional advice on how to invest their money wisely. It may also involve the restructuring of investment portfolios to align with the client's financial goals and risk tolerance.

Portfolio Management Services

PMS involves professional management of investment portfolios for high-net-worth individuals or institutional investors.The portfolio manager makes investment decisions on behalf of the client, usually for a fee and SEBI Guidelines.

Personal Finance

This service encompasses a range of financial activities and decisions related to an individual's financial well-being. It includes budgeting, insurance, savings, and retirement planning, aiming to help individuals manage their finances efficiently.

Financial Education

: Financial education is about providing knowledge and resources to help individuals become financially literate. It empowers individuals to make informed decisions about their finances, investments, and future planning.