Equity Investments
Mutual Funds
Equity mutual funds are investment funds that pools money from multiple investors to purchase stocks, managed by professional money managers to provide diversified portfolio of stocks to the. They provide an easy way for investors to gain exposure to the stock market and diversify their portfolio
Equity Advisory Service
International Equity is investing in equity market outside the investor’s country. Investing in companies outside India opens up lot of avenues for the investors. We can take exposure to companies and sectors which India does not offer. The tech sectors have provided phenomenal returns during the pandemic
Portfolio Management Service
Portfolio Management Service (PMS) is a service offered by professional portfolio managers, where they manage a portfolio of securities for an individual or institution, based on their investment goals, risk appetite and financial capacity. The service includes research, analysis, and portfolio management strategies
Hedge Funds
Hedge funds are a type of alternative investment that pools money from multiple investors and uses various strategies such as short selling, leverage, derivatives, and other non-traditional methods to generate returns. They are typically less regulated. Hedge funds aim to generate returns regardless of market conditions, hence the name "hedge."
Debt Investments
Debt Mutual Funds
Debt mutual funds are a type of investment fund that pools money from multiple investors to purchase bonds and other fixed-income securities. These funds typically pay periodic dividends and offer lower returns but lower risk compared to equity funds
Bond / NCDs
Bonds are debt securities that are issued by governments, municipalities, and corporations to raise capital. They pay periodic interest (coupon) to bondholders and return the principal when the bonds mature. They are considered to be less risky than stocks but tend to have lower returns
Sovereign Gold Bonds
Sovereign gold bonds are government-issued bonds denominated in grams of gold. They are issued by the Reserve Bank of India on behalf of the Government of India. They provide an alternative to owning physical gold and offer interest on the invested amount, with the opportunity to redeem the bonds in cash or physical gold
Debt focused AIF
Bond-focused AIFs (Alternative Investment Funds) are a type of investment fund that pools money from multiple investors to invest mainly in bonds and other fixed income securities. They offer investors the opportunity to gain exposure to a wide range of bonds and fixed income securities, and provide steady returns on investment
Alternate Investments
Bill Discounting
Bill discounting is a method of investing where an investor purchases a bill of exchange or promissory note at a discount to its face value. It is considered as a short term investment option and may be less risky than other forms of investments
Asset Leasing
Asset leasing is a method of investing where an investor purchases an asset such as a property, equipment, or vehicle and leases it to a tenant. The tenant pays rent to the investor and the investor earns a return on the investment. It is considered a long-term investment and may be more stable than other forms of investments
Unlisted Shares/Pre- IPO Shares
Investing in unlisted shares and pre-IPO refers to investing in shares of a company that is not listed on a stock exchange yet or the shares of a company that is preparing to go public. These investments are typically considered high-risk and high-return
MLDs
Market linked debentures (MLDs) are debt securities that are linked to the performance of a specific market index or other financial indicator. In India, MLDs are eligible for tax benefits as unlike other debt products they are taxed like equities
High Yield Debt
Investing in high-yield debt refers to investing in bonds issued by companies with lower credit ratings. These bonds offer higher returns than traditional bonds but also carry a higher level of risk. High-yield debt is considered a high-risk, high-return investment and is suitable for investors with a higher risk appetite
Revenue Based Financing
Revenue-based financing is a form of alternative investment where an investor provides funding to a business in exchange for a percentage of the business' future revenue. The investor earns a return on their investment based on the business' ability to generate revenue
VC & PE Funds
VC (Venture Capital) and PE (Private Equity) funds are forms of alternative investment that pool money from multiple investors to purchase stakes in private companies. VC funds typically invest in early-stage companies with high growth potential, while PE funds invest in more mature companies that have a track record of generating revenue
Fractional Real Estate
Fractional real estate investing is a method of investing where an investor can purchase a fraction of a real estate property, rather than the entire property. This allows investors to invest in properties that would otherwise be too expensive for them to purchase outright. It is considered as a long term investment option, and is becoming increasingly popular
Inventory Financing
Inventory financing is a method of investment where an investor provides funding to a business to purchase inventory, such as raw materials or finished goods. The business pays back the loan with interest, and the investor earns a return on their investment. It can be a form of secured lending, as the inventory acts as collateral for the loan
Litigation Finance
Litigation finance is a form of alternative investment where an investor provides funding to an individual or company to pursue a legal action in exchange for a percentage of any potential winnings from the case. It is considered a high-risk investment as the outcome of the legal action is uncertain