Services Offered (One-Stop Facilitation)
Mutual Fund Distribution
Investor Onboarding
Investor onboarding is carried out through authorised platforms in accordance with applicable regulatory and KYC requirements.
Mutual Fund Categories Facilitated
Investments may be facilitated across the following categories, based on investor preference and suitability:
Equity Mutual Funds – Market-linked funds intended for long-term capital growth.
Debt Mutual Funds – Funds typically aligned with relative stability and short- to medium-term goals.
Hybrid Mutual Funds – Funds combining equity and debt components for a balanced approach.
ELSS (Equity Linked Saving Schemes) – Equity-oriented mutual funds eligible for tax benefits under Section 80C of the Income Tax Act, subject to a mandatory three-year lock-in period.
Selection of Investment Mode
Investors may choose their preferred mode of investment:
Systematic Investment Plan (SIP) – Allows investment of a fixed amount at regular intervals (such as Monthly ) into a selected mutual fund scheme.
Lump-Sum Investment – Involves making a one-time investment into a selected mutual fund scheme.
Insurance Facilitation
Insurance facilitation services assist clients in accessing insurance products offered by registered insurance companies in India.
Policy issuance, servicing, and claim settlement are handled solely by the respective insurers, as per their terms and conditions.
Insurance Categories Facilitated
Life Insurance
Provides financial protection to the insured’s family in the event of death during the policy term. Certain policies may also offer maturity or savings-related benefits, depending on the product.
Health Insurance
Helps cover medical expenses arising from hospitalisation or treatment, subject to policy coverage, limits, and conditions.
Motor Insurance
Provides coverage against financial loss due to vehicle damage, theft, or third-party liability, in accordance with applicable laws and policy terms.
24/7 Availability
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Free Estimate
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Loan Facilitation Support
Loan facilitation support is provided strictly for coordination and documentation assistance for loan products offered by authorised financial institutions.
Loan approval, disbursement, interest rates, and repayment terms are determined solely by the respective lending institutions.
Loan Categories Facilitated
Home Loans
Facilitated for the purpose of purchasing, constructing, or renovating residential property, subject to lender eligibility criteria and applicable terms.
Personal Loans
Unsecured loan facilities facilitated for personal financial requirements, with approval and terms governed entirely by the lending institution.
Loan Against Securities (LAS)
Facilitated by enabling loans against eligible financial securities, subject to valuation, margin requirements, and lender policies.
24/7 Availability
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Free Estimate
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Fixed Deposit Products
Access to Bank and Corporate Fixed Deposit products is facilitated through approved platforms. Rates, tenure, and maturity proceeds are governed by the issuing institution.
24/7 Availability
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Free Estimate
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National Pension System (NPS)
Access to National Pension System (NPS) Tier I and Tier II accounts is facilitated through authorised platforms. NPS is regulated by PFRDA and returns are market-linked.
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Mutual Fund Distribution
Insurance Facilitation
