1. Capital Markets & Portfolio Management
(Indian, PAN ASIAN and US Equity Markets)
Step into the world of wealth creation through direct equity investments in the Indian and US markets. While market timing may remain uncertain, our seasoned advisory team is committed to helping you identify the right entry points and ensure well-timed, strategic exits.
With deep market insights, research-backed recommendations, and a client-centric approach, we aim to maximize your equity portfolio's potential while managing risk effectively.
2. Derivatives (Futures & Options)
We assist you in navigating the world of derivatives through systematic and prudent investment strategies, helping you grow your portfolio with discipline and clarity. Our approach to Futures & Options focuses on three key pillars:
- Hedging against market volatility
- Generating consistent income
- Protecting overall portfolio value
As the Famous WALL STREET Saying goes, "Futures and Options is the most difficult easy money to earn."
At the heart of our advisory lies a commitment to risk management and financial discipline. We help you avoid impulsive, greed-driven decisions and instead focus on structured strategies that aim to deliver sustainable returns while safeguarding capital.
3. PMS - Portfolio Management Services
We offer personally managed, bespoke portfolios, thoughtfully curated to align with your financial goals and risk appetite. Understanding the value of your hard-earned money, our investment strategies are built on careful research, prudence, and personalized attention.
Each portfolio is crafted with a deep understanding of market dynamics, client objectives, and long-term wealth creation principles—ensuring that your capital is strategically invested, responsibly managed, and consistently monitored.
4. AIFs - Alternative Investment Funds
We offer comprehensive investment advisory services across all three categories of Alternative Investment Funds (AIFs) — Category I, II, and III — enabling our clients to access high-risk, high-reward opportunities and differentiated investment strategies.
Our expert advisory helps investors:
- Navigate the complexities of AIF structures,
- Gain exposure to niche and alternative asset classes, and
- Strategically allocate capital for enhanced portfolio diversification and superior risk-adjusted returns.
Whether it's venture capital, private equity, structured credit, or long-short strategies, we help identify the most suitable AIF opportunities aligned with your financial goals.
5. Mutual Fund Investment Advisory
We provide end-to-end advisory services for investments in mutual funds, tailored to suit diverse investor profiles and financial objectives. Our recommendations span across equity, debt, hybrid, index, and international mutual funds, ensuring a well-balanced and strategically diversified portfolio.
With a thorough understanding of fund performance, risk metrics, and market outlook, we guide investors in:
- Selecting schemes that align with their risk appetite and time horizon,
- Building a goal-based investment strategy, and
- Achieving optimum returns with disciplined asset allocation.
Our unbiased and research-driven approach empowers clients to make informed investment decisions, backed by robust analysis and continuous monitoring.
Achieve diversification and professional fund management across
- Equity Funds for long-term growth.
- Debt Funds for stable income and low-risk exposure.
- Hybrid Funds balancing risk and reward through asset allocation
- Sectoral & Thematic Funds targeting specific industries or economic trends.
- Tax-Saving (ELSS) Funds for dual benefits of growth and Section 80C tax deductions.
6. Fixed Income Products - Stability with Predictable Returns
Strengthen your portfolio with fixed income solutions designed to offer predictable cash flows, lower volatility, and capital preservation. Our fixed income offerings include:
- Sovereign, State Government, and Corporate Bonds - For regular fixed returns with varying credit exposure to suit your risk profile.
- Tax-Free Bonds - Ideal for investors seeking tax-efficient income while maintaining stability.
- Structured Debt Products - Customised instruments aligned with specific cash flow needs and risk-return expectations.
- Fixed Deposits - Secure your capital with guaranteed returns and flexible tenures.
- Infrastructure Bonds and Similar Instruments - For long-term investments that offer steady income with potential tax benefits.
Our approach ensures your fixed income investments are aligned with your overall
financial strategy, providing a balanced cushion against market volatility.
7. Private Equity, Venture Capital, Unlisted Shares & Startup Funding Advisory
We offer comprehensive advisory and facilitation services in the domains of Private Equity, Venture Capital, Unlisted Shares, and Startup Funding, catering to both investors and emerging businesses seeking strategic growth capital.
For Investors:
- We provide access to curated investment opportunities across private equity deals, venture capital funds, and shares in high-potential unlisted companies.
- Our team conducts thorough due diligence, business viability assessments, and valuation analysis to support informed decision-making.
- We assist in deal structuring, negotiation of term sheets, and planning exit strategies to maximize returns while managing risk.
For Startups & Emerging Businesses:
- We support companies in becoming investment-ready, helping with business model refinement, financial projections, valuations, and pitch preparations.
- Our network facilitates access to angel investors, venture capital firms, private equity funds, and HNIs.
- We offer end-to-end guidance for transaction execution, regulatory compliance, and post-investment governance and growth advisory.