Investment Solutions

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Over the course of your life, wealth will play different roles for you.  We assist you in growing, managing, and protecting your wealth with our comprehensive wealth solutions.

Investment Products

You need choices.  We offer a wide range of carefully selected investment products from various fund houses.  We help you achieve your goals by diversifying via Equity & Debt Mutual funds, PMS, Insurance, Gold ETF’s, Overseas assets, Fixed Income securities, Government Bonds, etc.

We always start with your goals and look at products as tools to accomplish those goals.

Research and Investment Insights

With over 50 years of investment experience, we translate the latest trends into something useful. We are constantly updating our knowledge by turning market movements into compelling investment topics.

Like a good road map, a good Investment advisor helps you know where you are and where you are headed.  A good investment road map helps you know your goals, your budget and your risk tolerance. It also helps you avoid hazardous detours, such as ‘get-rich-quick’ schemes, which may delay or stop your progress.

Efficiency via Tools

We have developed a comprehensive technology platform to support you in your day-to-day work. Benefit from easy access to live market data and fast, secure and reliable trade execution. Plus sophisticated portfolio reporting options to help you save time.

Reports & Resources

Stay updated on the latest developments in global and domestic markets with our regular insights through our blogs and videos.  We know that you will benefit from our experience and our assessment of various policies and news that impacts your investments.

Some Typical Investment Questions

We believe that any investment decision always starts with asking the right kind of questions. And, most investment-related fiascos can be averted by finding the right answers.

When it comes to making investments, it has to be unique and customised as per individual investors’ needs; after all just like you are unique, so are your needs. One should take into consideration various factors such as one’s risk appetite, investment horizon and financial goals. Hence, it is often advised that the best way to go about financial planning is with the help of a financial advisor. However, an ideal mutual fund portfolio should have schemes diversified across various asset classes and market capitalisations.

SIPs diversify over time and meet the risk of timing cost. The benefit of rupee cost averaging kicks in over a period of time, especially when you get an opportunity to buy at lows. If an investor has started a SIP it is probably to achieve some long-term goal and if the goal doesn't need it, why change the strategy.

It is imperative to stick to the plan. Hence, we always help review the goals and more often than not, would stick with it rather than let market movements drive the decision.

Ideally one must have 5-6 schemes in their mutual fund portfolio across asset classes. Each mutual fund invests in at least 40 to 50 stocks and even with a few stocks overlapping, a portfolio of 5-6 Equity schemes give you about 200+ stocks. The focus should be on what and how much one owns as this will determine the final outcome.

It is your choice. There are many sites and blogs which demystify the concept of investing and also give you fund advice. Investing is very easy especially in a good market.

It is only in times of volatility that an investor's nerves are tested. Advisors, like us, have seen more than a few cycles, and are always there to handhold our investors, reminding them the benefits of long term investing and rupee cost averaging.

Always ask, what skill do you bring to investing and how passionate you are to monitor daily movements? A trusted advisor can be your BFF.

Main Categories of Mutual Funds

Mutual Fund Schemes can be classified based on their investment strategy and asset allocation. Accordingly there are 3 main categories.

These invest predominantly in equities i.e. shares of companies and the primary objective is wealth creation or capital appreciation. They have the potential to generate higher return and are best for long term investments. Examples would be “Large Cap” funds which invest predominantly in companies that run large established business “Mid Cap funds” which invest in mid-sized companies. funds which invest in mid-sized companies. “Small Cap” funds that invest in small-sized companies “Multi Cap” funds that invest in a mix of large, mid and small-sized companies. “Sector” funds that invest in companies that are related to one type of business. For e.g. Technology funds that invest only in technology companies “Thematic” funds that invest in a common theme. For e.g. Infrastructure funds that invest in companies that will benefit from the growth in the infrastructure segment Tax-Saving Funds

A debt fund is a Mutual Fund scheme that invests in fixed income instruments, such as Corporate and Government Bonds, corporate debt securities, and money market instruments etc. that offer capital appreciation. Debt funds are also referred to as Fixed Income Funds or Bond Funds. A few major advantages of investing in debt funds are low cost structure, relatively stable returns, relatively high liquidity and reasonable safety.

These invest in both Equities and Fixed Income, thus offering the best of both, Growth Potential as well as Income Generation. Examples would be Aggressive Balanced Funds, Conservative Balanced Funds, Pension Plans, Child Plans, and Monthly Income Plans, etc.