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Services Offered

Wealth Management

Expert-driven solutions to grow, protect, and optimize your wealth across market cycles, with personalized portfolio strategies, risk mitigation, and long-term financial planning to help you build a resilient financial future.

Wealth Management Services

Portfolio Management Service (PMS)

Equity Oriented Portfolios, Portfolio Management Service (PMS) is a professional investment service where skilled portfolio managers actively manage your equity portfolio on your behalf. In equity-oriented PMS, the focus is primarily on investing in stocks and equity-related instruments to maximize long-term capital appreciation. PMS offers personalized portfolio construction based on your risk profile, investment goals, and market conditions, with continuous monitoring and adjustments by experts to optimize returns while managing risks.

Alternative Investment Fund (AIF)

An Alternative Investment Fund (AIF) is a privately pooled investment vehicle that collects funds from investors to invest in accordance with a defined investment policy. AIFs are categorized into three types by regulatory authorities:


Category I: Funds that invest in socially or economically desirable sectors such as venture capital, angel funds, infrastructure, and SME funds.
Category II: Funds like private equity and real estate that do not undertake leverage except for day-to-day operations.
Category III: Funds that employ complex trading strategies and leverage, including hedge funds.
Mutual Funds (MF)

Investment in Different Asset Allocations, Mutual Funds pool money from multiple investors to invest in a diversified portfolio of assets. They offer various asset allocation strategies:


Equity Funds: Invest primarily in stocks aiming for capital growth.
Debt Funds: Invest in fixed income securities like bonds to provide regular income and stability.
Balanced Funds: Also known as hybrid funds, these invest in a mix of equity and debt to balance growth and risk.
Multi-Asset Funds: Invest across multiple asset classes such as equity, debt, and gold, dynamically adjusting allocations to optimize risk and returns

We provide expert investment planning and financial consulting to help you reduce liabilities.


Working Hours: Mon-Fri 9:00 am to 6:00 pm

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Risk Factors – Investments in Mutual Funds are subject to Market Risks. Read all scheme related documents carefully before investing. Mutual Fund Schemes do not assure or guarantee any returns. Past performances of any Mutual Fund Scheme may or may not be sustained in future. There is no guarantee that the investment objective of any suggested scheme shall be achieved. All existing and prospective investors are advised to check and evaluate the Exit loads and other cost structure (TER) applicable at the time of making the investment before finalizing on any investment decision for Mutual Funds schemes. We deal in Regular Plans only for Mutual Fund Schemes and earn a Trailing Commission on client investments. Disclosure For Commission earnings is made to clients at the time of investments. Option of Direct Plan for every Mutual Fund Scheme is available to investors offering advantage of lower expense ratio. We are not entitled to earn any commission on Direct plans. Hence we do not deal in Direct Plans.

AMFI Registered Mutual Fund Distributor | ARN- 327240 | Date of initial Registration: 23/04/2025 | Current validity: 22/04/2028

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