Types of Investment Services
Investment services encompass a broad spectrum of activities that help you manage your financial assets. We offer a range of investment services to fit your needs, from sale of financial products or execution only basis
1. The provision of investment advice whereby investors are provided with personal recommendations on the investments products that would be suitable for them (also known as an advisory service)
2. The provision of portfolio management services (collective or discretionary).
life Insurance Endowment Plan:
Whether it's a down payment on a house, college tuition, or a secure future, investment services can help you achieve your financial goals. In some cases, investment services focus solely on executing your chosen trades without offering advice.. Endowment plans guarantee a predetermined return upon purchase, offering both savings and life insurance.life Insurance ULIP Plan:
A Unit Linked Insurance Plan (ULIP) integrates life insurance with investment opportunities, providing dual benefits in a single product. ULIP holders are required to pay regular premiums, which contribute to both the life insurance coverage and the investment component. ULIPs are designed to offer various forms of financial support topolicyholder's beneficiaries in the event of the policyholder's death.Term Insurance:
Term life insurance is the most basic type of life insurance for a specified period, often between 10 and 30 years.Health Insurance:
Health insurance is a type of policy that covers medical costs incurred due to illnesses, ensuring financial support for healthcare needs. These expenses might include costs for hospitalization, medication, or doctor consultations.Systematic Investment Plan (SIP)
SIP is a technique for investing a fixed amount regularly either monthly or quarterly in a mutual fund scheme you select.. An investor has the option to regularly invest a fixed sum in a chosen scheme on a monthly or quarterly basis.Mutual Fund
A mutual fund is a collection of money managed by a professional fund manager. It is a trust that helps funds from various investors with a shared investment goal and invests in equities, bonds, money market instruments, etc. other securities.Please contact us to get an advisory about investments if you're interested.