Investment Products

Every regulated product category, explained transparently.

We facilitate access to these product categories through regulated distribution and partner networks. We do not provide personalised investment advice — the suitability of any product for your situation is for you to determine, optionally with a SEBI-registered Investment Adviser.

Direct Equity

Ownership in listed companies for long-term wealth creation.

Benefits

Highest long-term return potential, true compounding.

Risks

Market volatility, requires research & temperament.

Suitable For

Long-horizon investors comfortable with drawdowns.

Mutual Funds

Diversified, professionally managed equity & debt portfolios.

Benefits

Low ticket size, diversification, SIP discipline.

Risks

Fund-manager risk, expense drag.

Suitable For

Most investors building core long-term portfolios.

Bonds

Fixed-income instruments issued by governments and corporates.

Benefits

Predictable income, capital preservation.

Risks

Interest-rate & credit risk.

Suitable For

Income seekers and conservative allocations.

ETFs

Index-tracking instruments traded on exchange.

Benefits

Low cost, transparent, broad diversification.

Risks

Tracking error, market risk.

Suitable For

Cost-conscious passive investors.

Gold

Physical, digital, ETF and SGB formats.

Benefits

Inflation hedge, portfolio diversifier.

Risks

No yield (ex-SGB), currency-linked moves.

Suitable For

Strategic 5–10% portfolio allocation.

PMS

Customised equity portfolios for high-net-worth investors.

Benefits

Concentrated alpha, personalised mandate.

Risks

Higher fees, concentration risk.

Suitable For

₹50L+ tickets seeking active alpha.

AIF

Alternative investments across long-short, private equity, venture.

Benefits

Differentiated returns, low correlation.

Risks

Illiquidity, complexity, ₹1Cr+ tickets.

Suitable For

Sophisticated, accredited investors.

Fixed Deposits

Bank deposits with guaranteed returns.

Benefits

Capital safety, deposit insurance.

Risks

Below-inflation real returns.

Suitable For

Short-term parking & emergency funds.

Insurance

Pure protection — term life & comprehensive health.

Benefits

Income replacement & catastrophe cover.

Risks

Mis-selling of investment-linked policies.

Suitable For

Every earning individual & family.

International Investing

Global equity exposure via LRS, feeder funds, ETFs.

Benefits

Currency diversification, global leaders.

Risks

Currency, regulatory complexity.

Suitable For

Investors seeking geographic diversification.

REITs & InvITs

Listed real estate and infrastructure trusts.

Benefits

Tangible-asset income, liquidity.

Risks

Yield compression, asset-cycle risk.

Suitable For

Income-oriented portfolios.

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