Investment Services
Mutual Fund Investments
Advantages
- Professional fund management
- Diversified investment portfolio
- Low-cost investment option
- Investment range: Rs 500 – Rs 10 Lakhs
- Multiple fund categories
- Flexibility to switch funds
- Tax-efficient investment
Required Documents
- PAN Card
- Identity Proof
- Address Proof
- Bank Account Details
- KYC Compliance Document
- Proof of Income
Systematic Investment Plan (SIP)
Advantages
- Disciplined investing approach
- Rupee cost averaging
- Flexible investment amounts
- Monthly investment: Rs 500 – Rs 1 Lakh
- No entry or exit load
- Power of compounding
- Automated investment process
Required Documents
- PAN Card
- Identity Proof
- Address Proof
- Bank Account Proof
- Cancelled Cheque
- Mandate Registration Form
Initial Public Offering (IPO) Investments
Advantages
- Early investment opportunity
- Potential for high returns
- Access to emerging companies
- Investment range: Rs 10,000 – Rs 10 Lakhs
- Online application process
- Multiple payment options
- Detailed company information
Required Documents
- PAN Card
- Demat Account
- Bank Account Details
- Identity Proof
- Address Proof
- Unique Depository Account Number
Investment services provided in collaboration with top mutual fund houses and leading financial institutions
