Product Suite

What we offer

Investment, protection and alternatives, under one roof

Filter by category, then open any product for the full write-up.

Direct Stocks

Regular buying and selling, with rule-based execution.

Direct equity with online/offline trading, depository access, technical and fundamental calls, and a Market Breadth rule-based strategy.

Global Opportunities

India + the world, instead of India only.

Shares of companies listed outside India, developed and emerging markets, currency diversification, and a hedge against rupee depreciation.

AIF

Three SEBI categories, three kinds of strategy.

Alternative Investment Funds classified by where they invest, growth, private capital, or market-oriented strategies.

PMS

15–20 carefully researched stocks.

A concentrated equity portfolio built for 15–20% earnings growth that should reflect in similar capital appreciation.

SIF

Not for everyone, understand the product first.

Specialized Investment Funds pursue higher returns through advanced strategies, with greater market, liquidity and execution risk.

Mutual Funds

Paradigm of wealth creation.

A mutual fund is a trust that pools the savings of a number of investors who share a common financial goal.

Bonds

Understanding debt instruments and securities.

A bond is a debt investment in which an investor loans money to an entity for a defined period at a variable or fixed interest rate.

Insurance

Life, health, motor, travel and more.

IRDAI-licensed advisors, personalised guidance and end-to-end claim assistance across life and general cover.

Pre IPO – Unlisted

Also known as OTC securities.

These are equity shares of a company that is not listed on any recognised stock exchange.

Commercial Real Estate

Pune commercial, rental income and appreciation.

Office, showroom and retail options through select developers, with support from selection to purchase.

A note on our role: We are neither qualified certified financial planners nor SEBI Registered Investment Advisors. We only suggest and/or recommend investments which are either incidental to each asset class or as recommended by our principals, and execute them in the capacity of distributors/intermediaries. AMFI Registered Mutual Funds Distributors: Panam Capital Market LLP.