MUTUAL FUND INVESTMNENT
Risk Analysis
Portfolio Suggestion
Fund Selection
Paperless Transactions
App Based Tracking
FIXED INCOME PRODUCTS
Fixed Deposits
Bonds
Infrastructure bonds
EQUITY INVESTMENT
Risk Analysis
Portfolio Suggestion
Stock Selection
Paperless Transactions
LIFE INSURANCE
Risk Analysis
Plan Suggestion & Selection
Policy & Claim Servicing
Access to Products Across the Industry
HEALTH INSURANCE
Need Analysis
Plan Suggestion & Selection
Policy & Claim Servicing
Access to Products Across the Industry
MOTOR INSURANCE
Plan Suggestion & Selection
Policy & Claim Servicing
Access to Products Across the Industry
GENERAL INSURANCE
Risk Analysis
EB & Mitigation of Business Risks
Policy & Claim Servicing
Access to Products Across the Industry
TAXATION
GST & TDS Filing
Tax Planning for Salaried & Professional
Tax Planning for Salaried & Professional
FINANCIAL PLANNING
Need Analysis
Goal Mapping
Portfolio Suggestion &
Re-Engineering