INVESTMENT PLANS
Mutual Funds
A mutual fund is a professionally managed collective investment vehicle that pools money from multiple investors to purchase a diversified portfolio of securities (such as stocks, bonds, and money-market instruments.
PMS
BONDS / NCDs / CORPORTATE FDs
Bonds, NCDs, and Corporate FDs are all fixed-income debt instruments used to raise capital. You lend money to an entity, and in return, the issuer pays you regular interest and returns your initial principal at maturity
OFFSHORE / INTERNATIONAL INVESTMENT
An offshore investment is the placement of money, assets, or capital into financial jurisdictions, funds, or corporations located outside of the investor's country of residence.
SIF
A Specialized Investment Fund (SIF) is a SEBI-regulated investment vehicle that bridges the gap between conventional mutual funds and high-ticket Portfolio Management Services (PMS).
AIF
An Alternative Investment Fund (AIF) is a privately pooled investment vehicle that raises capital from sophisticated or high-net-worth investors.
UNLISTED SHARES
Unlisted shares are equity shares of a company that are not traded on recognized stock exchanges like the National Stock Exchange of India or the Bombay Stock Exchange
INSURANCE / SAVING PLANS
An insurance savings plan is a hybrid financial product that combines life insurance protection with a structured, wealth-building investment component