Products / Services
Mutual Funds
Mutual fund is an indirect way of investing in stocks and bond market, if you have not invested in equity yet, mutual fund can be a good investment vehicle to start with. Every mutual fund has its set objectives and the fund manager invests and manages accordingly. Because mutual fund has many categories and investment styles it becomes very easy for a layman investor to go wrong in fund selection as per their portfolio. Hence, it is very important to consult with your advisor before investing in any fund and make sure it suits your objective of investment and risk appetite.
Equity shares
Equity shares are one of the most glamourous products in the financial market. We believe equity shares can and should be a part of the portfolio in the right allocation once the investors have already invested in a mutual fund and seen some cycles of the market to be comfortable with the volatility it adds to the portfolio. This part of the portfolio has to be the aggressive profile of investments meant for very long-term investments say 10yrs+.
Life Insurance
Life insurance is the most crucial and most ignored investment ever, why we say it as an investment is because it serves as a backup option for any unfortunate event that can potentially cut down the family income and forces your loved ones to compromise on goals and daily expenses. Every working member of the family should be appropriately be insured to protect the family from the dependability of their income. A Term plan is the best investment one can make for their kids, spouse, or other dependents.
Health Insurance
There is a popular saying that if you are investing without any health insurance, you are just saving for a sudden big hospital bill. Would you buy an option that can offset the impact of a sudden market crash on your portfolio, if your answer is yes, then you should buy health insurance to protect your hard-earned savings from any medical emergencies. One big fat hospital bill can pushback your savings by many years, proper health insurance will help you protect your wealth. A good insurance cover will certainly increase your monthly expenses but it erases the possibility of the impact of such emergencies on your portfolio.