Services

OUR SERVICES

What We’re Offering

Comprehensive Financial Planning

We help you manage your money wisely with customized plans for saving, investing, retirement, and more—designed to grow with your life.

Direct Equities

Invest confidently in top-performing companies with expert guidance tailored to your goals and risk appetite.

Pre-IPO & Non-listed Shares

Access exclusive early-stage investment opportunities before companies go public and boost your portfolio’s potential.

Indian Medical Insurance

Get personalized medical insurance plans for NRIs and expat families with worldwide coverage and support.

Dollar SIP (Systematic Investment Plan)

Invest in global markets step-by-step with our Dollar SIP and build a smart, diversified portfolio in USD.

Indian Mutual Funds

Stay connected to India’s growth with expertly curated mutual fund investments across equity, debt, and hybrid options.

Shari’ah-Compliant Investment Products

Grow your wealth ethically with Halal investment options that follow Islamic finance principles.

Fixed Guaranteed Income Plan

Enjoy stable, predictable returns with guaranteed income plans ideal for retirement and long-term peace of mind.

Critical Illness & Life Protection Plan

Protect your health, your family, and your future with coverage that offers financial security when it matters most.

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