Our Services

Mutual funds

  • Personalised Portfolio for each investor
  • Personal dashboard for monitoring and transacting
  • Active monitoring of portfolio
  • Additional financial services
  • Dedicated advisor
  • Robo Advisory
  • Entire process is online
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Insurance

  • Figure out how much insurance do you need?
  • Figure out which type of insurance do you need?
  • One of the lowest Premium
  • Entire process online
  • All major insurance companies at one place
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Financial Consultation

  • If you are someone who likes to handle all his financial matters on your own
  • You like to learn and implement rather than going through some professional
  • But either you are stuck at some point or want to confirm your decison
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Financial Planning

  • Assistance for monthly budget
  • Insurance Planning
  • Figuring your emergency fund requirement
  • Investment Planning based on your goals and risk taking capabilities
  • Retirement Planning
  • Risk management techniques you can implement going forward
  • Product Recommendation
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