Year Celebration

Satisfied Customers
PAN India
Branch Network

Committed Employees

Attention Investors :

Observance of Vigilance Awareness Week     Please update the mobile number, email Id and income range in your demat and trading accounts.     Public Issue Payment Mechanism: No need to issue cheques by investors while subscribing to IPO. Just write the bank account number and sign in the application form to authorise your bank to make payment in case of allotment. No worries for refund as the money remains in investor's account..     Prevent Unauthorized Transactions in your demat/trading account --> Update your Mobile /email id with your DP/Trading Member. Receive alerts on your registered mobile for all debit/transactions in your demat/trading account directly from NSDL/Exchange on the same day.....issued in the interest of investors.     KYC Registration : KYC is a one time exercise while dealing in securities markets - once KYC is done through a SEBI registered intermediary (Member, DP, Mutual Fund etc.), you need not undergo the same process again when you approach another intermediary..


PRODUCT OVERVIEW



Equity in Demat

Equity is the ideal asset
class for long term wealth
creation. Hold all your
investments in your demat
account





Mutual Fund
Mutual Funds

Build a diversified Portfolio and
ride out the market volatility
with disciplined and systematic
way of investing.





Fixed Income Securities
Fixed Income

Invest in high quality NCDs
and Company deposits to get
higher return than bank
deposits.





Insurance
Insurance

Insurance will help in
protecting your family.
Adequately insure to secure
your future.






NPS
NPS

Plan your transition from
working life to living an
enjoyable and satisfying
retirement with NPS.





Gold
Gold

Gold is the ideal asset class
for hedge against inflation.
It is also listed in the
exchange to ensure
liquidity.





Tax Services
Tax Services

We offer tax and financial
planning services to
individuals and corporate
through our financial
planning platform.





Corporate Services
Corporate Services

We offer Depository Registry services to all Companies and MCA Filing,
XBRL services to Unlisted & Private Companies.





Why Integrated?

Investor centric business model

We have won the trust of Investors as a Service Provider with relationship based approach and for having an unbiased advisory model.

Professional
Integrity

Absolute Transparency in all the Investment transactions with the clients with a qualified professional team across all products.

Technology
platform

With a user friendly and seamless technology Portal, we have one of the best Omni channel delivery model for our customers through technology platform and pan India branches.

Investor
education

Our firms regularly conduct investor education programs across the country. We partner with regulators for financial inclusion and capital market.


RETAIL INVESTORS

Retail Investors

Delivering tailored financial solutions to our customers is the fundamental tenet of our business model. While every investor will have different Investment goals, cornerstone of any investment will be to achieve risk adjusted inflation beating return.

Product selection, asset allocation and periodic review will play an inevitable role in achieving your financial goals. Product selection will be across all asset classes like equities, mutual funds, bonds, NCDs and insurance.

Long-term investing is often the best way to build wealth that stands the test of time. Returns in capital market will be volatile across time periods. The returns are not regular and assured in nature. Stock market returns are always back ended, not front ended. Compounding magic works only with a long term approach. While volatility will be an inevitable part of an investors journey, we believe disciplined and systematic way of allocation will help you to ride out volatility across market cycles We design a integrated financial plan for every customer based on Risk appetite, return expectations and Investment horizon.

Are you looking for a financial services company in India / financial consulting firms in India? You can approach us for Top Financial Services in India.

 
 
 
 

OUR REGULATORS

  • SEBI

    Securities and Exchange
    Board of India (SEBI)

  • AMFI

    Association of Mutual Funds
    in India (AMFI)

  • NSDL

    National Securities Depository
    Limited (NSDL)

  • CDSL

    Central Depository Services
    Limited (CDSL)

  • NSE

    National Stock Exchange
    (NSE)

  • BSE

    Bombay Stock Exchange
    (BSE)

  • IRDAI

    Insurance Regulatory And
    Development Authority of India

  • PRDA

    Pension Fund Regulatory And
    Development Authority


PLAN YOUR INVESTMENTS

Wealth Creation
WEALTH CREATION
Tax Planning
TAX PLANNING
Insurance Planning
INSURANCE PLANNING

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