Broking Service
Our broking segment helps in both offline and online mode. We have dedicated dealer and advisors for all our client for faster execuation. The team is always available to assist you. In the world of technology we are also equiped with artificial intelligence and robotic trading strategies. This can also be done with tailored mobile application for both traders and investor.
Our clients have 24*7 access to their portfolio, market watch, news updates and trading ideas with the help of mobile application.
Equity market is the ocean of opportunities no matter who you are; A Trader or An investor we are there to serve you with a personalized approach. We are fortunate that we are a part of one of the fastest growing economy in the world and the best place to encase this opportunity is equity market as we have more than 5000 listed companies. All we need is discipline, knowledge and patience. For the traders, personal trained dealer and advisor is just a ring away. We provide constant support. We also have advanced support systems where they can use algorithms and robotics for their trading. “Everyone has the brain power to make money in stocks. Not everyone has the stomach.” Peter Lynch
Debt Products
NCD : NCD are Non convertible debentures issued by the company so as to raise money from public. NCDs are for a specific tenure where fixed interest (yearly, half yearly, quarterly or monthly) is paid on the investment. On maturity, principal amount along with interest is repaid. Agencies such as CRISIL, ICRA, CARE and Fitch Ratings give ratings to the company that raise money through NCD. NCD can be both secured and unsecured. Secured NCDs are backed by the issuer company’s assets to fulfill the debt obligation. NCDs usually provide higher returns, available with various tenures and traded on secondary market which make them liquid.
BONDS : Bonds are used as a fixed income security issued by public and private institutions. Bonds are of the main asset classes along with stocks and gold. Bonds are best suitable for risk averse investors who look at capital preservation and steady interest income.
Financial Planning
Planning is bringing future into the present so that you can do something about it now. It is not how much money you make, but its how much money you keep, how hard it works for you and how many generation you keep it for. We all learn to save for some or the other reason, but the proper investing and tracking of saving helps us to reach to the life goals in an smooth way; This is financial planning. Financial planning can be required for various life goals like buying a house or a luxury car, education and marriage of kids, retirement or a dream holiday. To fulfill any of these we need to set up Target Investment Plan(TIP).
- Child education planning: Education is the most valuable asset which can be owned as it cannot be destroyed, stolen or wasted. With the growing awareness and developing education system planning for the financials of higher education is essential.
- Retirement planning: Financial independence in the second innings of life is required to fulfill all the small dreams which we couldn’t in the first innings.
- Personal goal planning: Buying a home or a luxury car or a long dream holiday everything need planning. Earlier we start easier it is to achieve.
- Tax planning: Tax planning is essential and necessary.
With the ample of number of funds we help investor to simplify the task of choosing the correct funds based on their need. In the digital world invest in Mutual funds is hassle-free, simple and convenient.
- Key Benefits Of Mutual Funds :
- Professionally managed and well regulated
- Diversification
- Tax Efficient
- High Liquidity
- Flexibility
Ways Of Investing
Lumpsum : A fixed amount can be invested at a go reducing the hassle of deposits at interval thereby earning more on investment.
SIP (like EMIs) : An investment plan of regular and constant amount of money being invested at a particular fund within a defined period. SIP are used to invest in a regular manner looking after the long term financial goals of investors.
More than being a financial tool SIPs are psychological tool of discipline which help to remove the worry of market timing with the help if rupee cost averaging.
