AMFI - Registered Mutual Fund Distributor
AMFI - Registered Mutual Fund Distributor
Product Offerings
Product Offerings
Term Insurance
Term Insurance = Pure Insurance
Being the sole earner of your family is a big responsibility. Now consider an unfortunate event, if something were to happen to you. Who will provide safety and security to your family in your absence?
It is important to ensure your loved one's financial security to meet the uncertainties and make your family feel fully protected. One of the best ways to do this is through Term plans, the purest form of our insurance.
Mutual Funds
What is a 'Mutual Fund'A mutual fund is an investment vehicle made up of a pool of moneys collected from many investors for the purpose of investing in securities such as stocks, bonds, money market instruments and other assets. Mutual funds are operated by professional money managers, who allocate the fund's investments and attempt to produce capital gains and/or income for the fund's investors. A mutual fund's portfolio is structured and maintained to match the investment objectives stated in its prospectus.
Mutual funds give small or individual investors access to professionally managed portfolios of equities, bonds and other securities. Each shareholder, therefore, participates
Portfolio Management Services
Portfolio Management Service is a tailor made professional service offered to cater the investments objective of different investor classes. The Investment solutions provided by PMS cater to a niche segment of clients. The clients can be Individuals or Institutions entities with high net worth.
Benefits of Investing in PMS
- Professional and active management
- Transparency
- Customized /Tailor Made investment advice
- Superior Returns
Alternative Investment Funds
Alternative Investment Funds means any fund established or incorporated in India which is a privately pooled investment vehicle which collects funds from sophisticated investors, whether Indian or foreign, for investing it in accordance with a defined investment policy for the benefit of its investors.
Categories of Alternative Investment Funds (AIFs)
As per SEBI (Alternative Investment Funds) Regulations, 2012 Alternative Investment Funds shall seek registration in one of the three categories.
- Category I: Mainly invests in start- ups, SME's or any other sector which Govt. considers economically and socially viable.
- Category II: These include Alternative Investment Funds such as private equity funds or debt funds for which no specific incentives or concessions are given by the government or any other Regulator.
- Category III : Alternative Investment Funds such as hedge funds or funds which trade with a view to make short term returns or such other funds which are open ended and for which no specific incentives or concessions are given by the government or any other Regulator.
Bond
A bond is a fixed income investment in which an investor loans money to an entity (typically corporate or governmental) which borrows the funds for a defined period of time at a variable or fixed interest rate. Bonds are used by companies, municipalities, states and sovereign governments to raise money and finance a variety of projects and activities. Owners of bonds are debt holders, or creditors, of the issuer.
BREAKING DOWN 'Bond'Bonds are commonly referred to as fixed-income securities and are one of the three main generic asset classes, along with stocks (equities) and cash equivalents. Many corporate and government bonds are publicly traded on exchanges, while others are traded only over-the-counter (OTC).
Fixed Deposits (FD)
A fixed deposit (FD) is a financial instrument provided by banks or NBFCs which provides investors a higher rate of interest than a regular savings account, until the given maturity date. It may or may not require the creation of a separate account.
Non-convertible debentures (NCDs)
Non-convertible debentures(NCDs) are a financial instrument that is used by companies to raise long-term capital. This is done through a public issue.
NCDs are a debt instrument with a fixed tenure and people who invest in these receive regular interest at a certain rate.