Everyone has financial plans for future. It might be for retirement, to buy home or Car, children education or marriage etc. Understanding client’s present income and age, we suggest customised investment plans. This can be Systematic Investment Plan (SIP), lumpsum investment in MF, Direct equity, Debt funds etc.

Keeping inflation in mind, We Review each client’s goals, Develop customized short / long-term investment strategies based on personal objectives, risk tolerance, time frame for accumulation & current financial situation. We advise client how funds can be allocated to meet unique objectives, addressing the dynamic market environment.

We work hard not only to protect invested money but to grow net worth through various investment opportunities with proper allocation and diversification.


  • A mutual fund is a professionally managed investment fund that pools money from many investors to purchase securities such as stocks, bonds, and short-term debt. The combined holdings of the mutual fund are known as its portfolio. Investors buy shares in mutual funds.
  • Through Mutual funds, individual investors can have access to diversified, professionally managed portfolios at a low price.
  • The overwhelming majority of money in employer-sponsored retirement plans get invested into mutual funds.

As Investment Planning we majorly Advice on Mutual Funds

We empanel with All Mutual Fund Companies to select the best scheme as per client’s requirement.

  1. Bank Sponsored
    1. Joint Ventures – Predominantly Indian
      • – BOI AXA Investment Managers Private Limited
      • – Canara Robeco Asset Management Company Limited
      • – SBI Funds Management Private Limited
      • – Union Asset Management Company Private Limited (formerly Union KBC Asset Management Co. Pvt. Ltd)
  2. Institutions
    1. Indian
      • – IIFCL Asset Management Co. Ltd.
      • – LIC Mutual Fund Asset Management Limited
  3. Private Sector
    1. Indian
      • – DSP Investment Managers Private Limited
      • – Edelweiss Asset Management Limited
      • – Essel Finance AMC Limited
      • – IDFC Asset Management Company Limited
      • – IIFL Asset Management Ltd. (Formerly known as India Infoline Asset Management Co. Ltd.)
      • – IL&FS Infra Asset Management Limited (CIN U65191MH2013PLC239438)
      • – Indiabulls Asset Management Company Ltd.
      • – ITI Asset Management Limited
      • – JM Financial Asset Management Limited
      • – Kotak Mahindra Asset Management Company Limited(KMAMCL)
      • – L&T Investment Management Limited
      • – Mahindra Asset Management Company Pvt. Ltd.
      • – Motilal Oswal Asset Management Company Limited
      • – PPFAS Asset Management Pvt. Ltd.
      • – Quant Money Managers Limited
      • – Quantum Asset Management Company Private Limited
      • – Sahara Asset Management Company Private Limited
      • – Shriram Asset Management Co. Ltd.
      • – SREI Mutual Fund Asset Management Pvt. Ltd.
      • – Sundaram Asset Management Company Limited
      • – Tata Asset Management Limited
      • – Taurus Asset Management Company Limited
      • – YES Asset Management (India) Ltd.
    2. Foreign
      • – BNP Paribas Asset Management India Private Limited
      • – Franklin Templeton Asset Management (India) Private Limited
      • – HSBC Asset Management (India) Private Ltd.
      • – Invesco Asset Management (India) Private Limited
      • – Mirae Asset Global Investments (India) Pvt. Ltd.
      • – Principal Asset Management Pvt. Ltd.
    3. Joint Ventures – Predominantly Indian
      • – Aditya Birla Sun Life AMC Limited
      • – Axis Asset Management Company Ltd.
      • – HDFC Asset Management Company Limited (Corporate Identification Number – U65991MH1999PLC123027)
      • – ICICI Prudential Asset Management Company Limited
      • – Reliance Nippon Life Asset Management Limited
    4. Joint Ventures – Others
      • – DHFL Pramerica Asset Managers Private Limited

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