Loan Against Securities (LAS)
A Loan Against Securities allows you to unlock short-term liquidity while staying invested. This facility will assist in fulfilling urgent financial requirements without the need to liquidate long-term assets. An investment expert assists you in maintaining portfolio growth and tax reduction.
Aligned with goals-based financial planning, LAS is designed in such a way as to guarantee that the borrowing decisions do not undermine future goals. Interest rates, repayment schedules and portfolio influence are carefully assessed to sustain financial equilibrium and sustainability.
Loan Against Mutual Funds: Smart Access to Emergency Liquidity
Loan against mutual funds offers a flexible system of borrowing through the existing investments that you currently hold as security. A personal investment advisor assists in identifying qualified funds, best loan limits, and repayment plans in order to keep the investment going while also covering immediate cash needs efficiently and responsibly.
Other Services
Mutual Funds
Expert mutual fund investment planning with certified advisors. Build wealth through disciplined SIP consulting and goal-based portfolio strategies.
Risk Management
Comprehensive risk management strategies to protect your wealth. Expert financial planning with diversification, insurance planning, and tax efficiency.
FD / Bonds
Fixed Deposit and Bond advisory services for capital preservation and predictable income. Expert guidance for stable, low-risk investment planning.
Real Estate Advisory
Strategic real estate advisory services with tax planning expertise. Professional guidance for property investments aligned with your financial goals.
PMS / AIF / Stocks
Portfolio Management Services, Alternative Investment Funds, and direct equity investments. Goal-based strategies for sophisticated wealth creation.
Make The Right Financial Moves
We provide end-to-end financial services in India that help you pave the path to financial security after retirement and build generational wealth