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We have all the mutual fund schemes on offer by virtually all the Asset Management Companies (AMCs) operating in India. As a client, you can access any scheme with us, either in physical mode or even in a Demat / Stock-exchange mode with Trading Account services.
Many mutual fund investors are hunting for the best Equity Linked Saving Scheme or ELSSs to save taxes under Section 80C of the Income Tax Act.
A debt fund is an investment pool, such as a mutual fund or exchange-traded fund, in which the core holdings comprise fixed income investments.
These mutual funds select stocks for investment from the small cap category, which includes all stocks except largest 250 stocks (by market capitalization).
A balanced fund is a mutual fund that contains a stock component, a bond component and sometimes a money market component in a single portfolio.
These mutual funds select stocks for investment from the largest 100 stocks listed in the Indian markets (highest market capitalization).
We also offer our clients with NJ E-Wealth A/c services through one of the India’s leading & highly reputed distribution houses. With this, you will have easy access to capital market products of direct equity stocks and Exchange Traded Funds (ETFs).
An equity investment generally refers to the buying and holding of shares in the stock market by individuals and firms in anticipation of income from dividends and capital gains.
Preference shares are shares in a company that are owned by people who have the right to receive part of the company’s profits before the holders of ordinary shares are paid.
A debt instrument is a tool an entity can utilize to raise capital. It is a documented, binding obligation that provides funds to an entity in return for a promise from the entity to repay a lender or investor in accordance with terms of a contract.
We also offer clients with diverse fixed income products, namely Non-Convertible Debentures (NCDs), Infrastructure and RBI Bonds, Company Deposits, etc. from some of the leading companies, institutions in India.
Experience quality risk advisory and management services with our Insurance solutions. We offer the best of risk management advisory available in Insurance.
Life insurance is a contract between an insurance policy holder and an insurer or assurer, where the insurer promises to pay a designated beneficiary a sum of money in exchange for a premium, upon the death of an insured person.
Health insurance is a type of insurance coverage that covers the cost of an insured individual’s medical and surgical expenses. Depending on the type of health insurance coverage, either the insured pays costs out of pocket and receives reimbursement, or the insurer makes payments directly to the provider.
We offer Portfolio Management Services (PMS) strategies with direct equity and mutual funds as the underlying products.
An aggressive investment strategy typically refers to a style of portfolio management that attempts to maximize returns by taking a relatively higher degree of risk.
A defensive investment strategy entails regular portfolio rebalancing to maintain one’s intended asset allocation; buying high-quality, short-maturity bonds and blue-chip stocks; diversifying across both sectors and countries; placing stop loss orders; and holding cash and cash equivalents in down markets.
Hybrid funds offer investors a diversified portfolio. The term hybrid indicates that the fund strategy includes investment in multiple asset classes. Hybrid funds are commonly known as asset allocation funds.