About Us
Curating your future
We have more than a decade of experience in managing investments across various asset classes & products. Our holistic approach ensures that your goals and objectives will meet with success.
A Proven Approach
We start by clarifying the different ways we can help. Then we analyse your specific requirement and compare them to our applicable portfolio. Thereafter we recommend an investment strategy designed to meet your risk tolerance.
Why Us?
Our team is comprised of people with different kinds of finance and investing experience, but we all have a commitment to ethics and integrity. We’re all fully licensed and credentialed from the market regulators.
Our Offering
Mutual Fund
Risk Management
Mutual Fund
Mutual funds offer the best of two worlds, diversification and participation.
Whether it is debt, equity or alternative (gold, silver etc.); depending on the risk profile of the the investor an appropriate mix of funds can be invested in.
Stocks
Risk Management
Mutual Fund
We can support you in your long and short term stock investing needs across the cash and derivative market. Also, we can guide you in participating in various Initial Public Offerings (IPOs).
Risk Management
Risk Management
Risk Management
Ring fencing the assets we create is very important. Hence, whether in financial markets or life we can guide you on how to protect yourself from uncertainty.
Bonds
Structured Products
Risk Management
Fixed income instruments like bonds and debentures offer an excellent option to earn stable income. We can help you navigate the corporate bonds & debenture, tax-free bonds, 54EC bonds, government bonds etc market.
Corporate Deposits
Structured Products
Structured Products
Corporate deposits from Non Banking Finance Companies (NBFCs) or other business houses offer excellent opportunities to maximise returns in fixed income category. We can advise you on the best choice of deposits.
Structured Products
Structured Products
Structured Products
A structured product is an instrument that can be tailored in multiple ways. These are manufactured by few entities to provide a risk-to-return that is not available in a conventional way. Hence to a certain class of investors, it becomes very attractive.
Recognition
Radio interview
Newspaper Q&A
College talk
Contact Us
It is never too early to get started on your investment journey. Tell us more about your requirement and we will get back with a strategy on how best to achieve it.
Message us on WhatsApp
eFinserve
Hours
Monday - Friday: 9 am - 6 pm
Saturday - Sunday: By appointment
This website uses cookies.
We use cookies to analyze website traffic and optimize your website experience. By accepting our use of cookies, your data will be aggregated with all other user data.