TYPES OF INVESTMENT PRODUCTS

We work closely with all our clients to prepare investment strategies that match with their risk profile and recommend asset classes after determining the volatility and risk return profile for the same. Our team is your one-stop access gateway to a wide range of products and backs it up with in-depth research and operational efficiencies.

Some of the products that get included in client portfolios are:

• Direct Equities
• Mutual Funds
• Liquidity Management Solutions
• Commodities
• Insurance
• Loans and Services
• Derivatives – Futures and Options
• Structured Products
• Fixed Income Products
• Estate Planning Products
• Retirement Planning Products

Make an appointment for an informal discussion with our experts