We assure you of the highest quality standards and after sales service.

We firmly believe that investments are not an avenue only for the rich, rather it is a vehicle to be financially secure for all. Hand holding of the client and a personal touch to our services is what we believe in.

Mutual Funds

No matter what your financial goals are, there is a product that suits your requirement and risk appetite. Invest across diverse asset classes like equity, debt, real estate and across geographies (India, USA, UK, Europe, Japan, China etc.). You can start with as low as ₹500 a month.*

General Insurance

Motor insurance (4-wheelers), Health insurance/Mediclaim, 2-wheelers insurance, Travel Insurance, Medical Super Top-up, Personal Accident Insurance and more. Buying insurance is important as it ensures that you are financially secure to face any type of uncertainty in life.

Life Insurance

A small premium can give your family a big financial safety when you are no longer around. It helps your family to pay off debts, meet housing payments and ongoing living expenses, help fund education for your children and much more. We promote pure term insurance plans.


Fixed Deposit and Bonds

Financial instruments provided by the NBFCs, corporates, banks, sovereign etc. to suit the conservative investors. Various options are available to suit your time horizon and requirements.

Specialised Investment Funds (SIF)

SEBI has introduced new regulatory framework that combines the regulatory transparency of mutual funds with portfolio flexibility. Equity oriented, debt oriented and hybrid strategies are available. 

Invoice Discounting

Attractive invoice discounting opportunities offering high yields with leading corporates which are available on the platform of Altgraaf. Ideal for someone looking to park the funds for up to 3 months and seeking higher returns. Important Note: This is an unregulated product.** 

List of Asset Management Companies we are empanelled with along with their SEBI registration number are as follows:

360 ONE MUTUAL FUND:   MF/067/11/02 
ADITYA BIRLA SUN LIFE MUTUAL FUND:   MF/020/94/8 
AXIS MUTUAL FUND:   MF/061/09/02
BAJAJ FINSERV MUTUAL FUND:   MF/078/23/04
BANDHAN MUTUAL FUND:   MF/042/00/3
BARODA BNP PARIBAS MUTUAL FUND:   MF/018/94/2
CANARA ROBECO MUTUAL FUND:   MF/004/93/4
DSP MUTUAL FUND:   MF/036/97/7
EDELWEISS MUTUAL FUND:   MF/057/08/02
FRANKLIN TEMPLETON MUTUAL FUND:   MF/026/96/8
HDFC MUTUAL FUND:   MF/044/00/6
HSBC MUTUAL FUND:   MF/046/02/5
ICICI PRUDENTIAL MUTUAL FUND:   MF/003/93/6
INVESCO MUTUAL FUND:   MF/052/06/01
KOTAK MAHINDRA MUTUAL FUND:   MF/038/98/1
MAHINDRA MANULIFE MUTUAL FUND:   MF/069/16/01
MIRAE ASSET MUTUAL FUND:   MF/055/07/03
MOTILAL OSWAL MUTUAL FUND:   MF/063/09/04
NIPPON INDIA MUTUAL FUND:   MF/022/95/1
PGIM INDIA MUTUAL FUND:   MF/065/10/02
PPFAS MUTUAL FUND:   MF/069/12/01
QUANT MUTUAL FUND:   MF/028/96/4
SBI MUTUAL FUND:   MF/009/93/3
SUNDARAM MUTUAL FUND:   MF/034/97/2
TATA MUTUAL FUND:   MF/023/95/9
UTI MUTUAL FUND:   MF/048/03/01
WHITEOAK CAPITAL MUTUAL FUND:   MF/074/18/02
JIO BLACKROCK MUTUAL FUND:  MF/085/25/11  

Our brokerage structure with various AMCs is available in the give link:

Click here

Various scheme related documents are available for download here:

Click here


DISCLAIMERS

*Mutual Fund investments are subject to market risks, read all scheme related documents carefully. The NAVs of the schemes may go up or down depending upon the factors and forces affecting the securities market including the fluctuations in the interest rates. The past performance of the mutual funds is not necessarily indicative of future performance of the schemes. The Mutual Fund is not guaranteeing or assuring any dividend under any of the schemes and the same is subject to the availability and adequacy of distributable surplus. Investors are requested to review the prospectus carefully and obtain expert professional advice with regard to specific legal, tax and financial implications of the investment/participation in the scheme. 

**It is essential to understand the risk involved in all the products before investing. Do not invest without understanding the product structure and the risks involved in it.