Years of Service

Satisfied Customers

Branches

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 Funds

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





Fixed Income

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





Insurance

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






NPS

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





Gold

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





Tax Services

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





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 earned the trust of investors with a relationship based approach rather than transaction based approach.

Professional
Integrity

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

Technology
platform

With a user friendly and seamless technology platform, we have Omni channel delivery model for our customers through technology platform and pan india branches.

Investor
education

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


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.

 
 
 
 

OUR REGULATORS

  • Securities and Exchange
    Board of India (SEBI)

  • Association of Mutual Funds
    in India (AMFI)

  • National Securities Depository
    Limited (NSDL)

  • Central Depository Services
    Limited (CDSL)

  • National Stock Exchange
    (NSE)

  • Bombay Stock Exchange
    (BSE)

  • Insurance Regulatory And
    Development Authority of India

  • Pension Fund Regulatory And
    Development Authority


PLAN YOUR INVESTMENTS

WEALTH CREATION
TAX PLANNING
INSURANCE PLANNING





CLIENT TESTIMONIAL

 

 

 
 

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  SEBI has made it mandatory to update your annual income in your demat & trading accounts. For updation of mobile, email id, nomination, etc, please contact our branches.

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