Services

We provide wide range of services in respect of retail investments and trading, which include order placement and execution of equities, exchange-traded funds, derivatives trading, mutual funds, fixed income, insurance retirement planning etc. We also provide advisory and asset management services to our retail clients.

Our main area of work:

  • Financial Planning¬† and Portfolio Management
  • Mutual Funds
  • Broking
  • Insurance
  • Bonds / FD/ Debt Funds
  • Retirement Planning & solutions
  • Financial Education and Training Workshop