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Key Products Offerings
Mutual Funds
In simple words, it is the money pooled by a huge number of investors who have a common objective for investments in bonds, equities, stocks, money market instruments, and other securities. Investors who buy units in mutual funds own a part of the fund and the income it generates.
Direct Equities
This term refers to directly investing in the stock market through a demat or trading account, which is listed on stock exchanges like the NSE and the BSE. If the assets are liquidated all the company’s debt has to be paid off and is to be returned and in the case of acquisition, it is calculated based on the company sales minus any liabilities owed by the company not transferred with the sale.
Fixed Income
These securities pay a fixed amount of interest and dividends periodically irrespective of market fluctuations, until their agreed maturity. Once the security is matured, the principal amount will be repaid to the investor. This fulfils an investor’s basic criteria – minimized risk with stable returns.
PMS & AIFs
For those who want to invest in diversified assets or beyond mutual funds, Portfolio Management Services (PMS) is a considerable choice. PMS is an investment portfolio customized to suit the financial goals of the investors. Professional fund managers manage these services with the main objective to generate bigger returns.
The minimum investment in PMS is Rs.50 lakhs while the same in AIFs is Rs.1cr. where you can review the transaction summary and periodically get the performance updates.
Commodities
Commodities trading allows the investors to buy and sell various commodities and their derivatives products like any raw material (gold, metal), primary agricultural products (wheat, rice), or energy sources (crude oil, gas). Commodities can be invested through the use of exchange-traded funds (ETFs) or futures contracts that help indirectly track a specific commodity index. When they are traded on an exchange, commodities must also meet specified minimum standards, also known as a basis grade. For those investors who are looking to diversify their asset portfolio, they can engage in such commodities.
Insurance
Insurance provides financial protection against losses for which a periodic amount is paid by the insured which is also known as a premium. It is a contract between the insurance holder (insured) and the insurance company (insurer). It helps to manage your risk as it protects against unexpected losses both big and small depending on the policy and the sum insured.
Alternates
An alternate investment does not fall under any traditional investments like stocks, bonds, cash, etc. These are diverse asset classes with unique characteristics.
Some examples are private equity, private debts, hedge funds, real estate, etc.
