Mutual Funds

Mutual funds offer diversified portfolios expertly managed by professionals. As your dedicated distributor, we deliver analytical guidance to help you choose the right funds, handle transactions seamlessly, and track performance over time. We help and manage to steer through the markets, ensuring your investments perfectly match your financial goals and objectives

Portfolio Management Services (PMS)

Portfolio Management Services (PMS) deliver personalized investment solutions for high-net-worth individuals (HNIs) and institutions in India, with a SEBI-mandated minimum investment of ₹50 lakhs. Professional portfolio managers craft tailored strategies across equities, debt, and other assets, actively monitoring and adjusting portfolios to match your risk tolerance, goals, and timeline.

Core Benefits

  • Expert oversight by seasoned managers backed by research teams, outperforming passive options.
  • Full customization, unlike pooled mutual funds, for precise alignment with unique needs like tax efficiency or liquidity.
  • High transparency via real-time dashboards, regular reports, and SEBI-regulated compliance.

How We Provide PMS

As your trusted distributor, we connect you with top PMS providers, offering end-to-end support: initial goal assessment, strategy selection, seamless onboarding, and continuous performance tracking. This hands-off approach lets you focus on aspirations while experts navigate markets for optimal growth

Specialized Investment Funds (SIF)

New category of investment products which can adopt sophisticated derivative strategies  to manage volatility and risk. They have a similar taxation as MFs. Minimum investment of 10L.

They allow fund managers to invest across a wider range of asset classes and use dynamic strategies to capture market opportunities.

SIFs are generally intended for investors with higher investment capacity and risk tolerance, as these funds may adopt more sophisticated portfolio strategies. By combining the professional management of mutual funds with greater strategic flexibility, SIFs aim to provide diversified exposure and the potential for enhanced returns.

For investors seeking innovative investment solutions beyond conventional mutual funds, Specialized Investment Funds can serve as an effective way to access differentiated strategies while still operating within a regulated investment framework.

Alternate Investment Funds (AIF)

Privately pooled investment vehicles designed for HNIs and institutions looking to invest in traditional or non-traditional assets. Can have longer lock-in period. Minimum investment 1 Cr.

Gift City based solutions

Inbound investments managed through new Gift City entities, pooling capital from foreign investors or NRIs. It operate in foreign currency, and is managed by IFSCA. It is tax efficient and fully repatriable in foreign currency.