25+ Financial Instruments

Our Offerings

End-to-end access across mutual funds, insurance, market-linked instruments and account support services.

Multi-company insurance comparisonBroker-led policy selection20+ instruments in one platform

Investment Solutions

Mutual Funds

SIP, lump sum, SWP and STP with scheme selection support, transaction support, and periodic review tracking.

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Investment Solutions

IPO and NFO Access

Application support for IPO and NFO opportunities with process guidance and status follow-up.

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Investment Solutions

Portfolio Management Services

Access support for portfolio management structures with reporting and review checkpoints.

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Investment Solutions

Mini PMS Access (Registered Investment Advisors)

Curated market-linked execution support for clients seeking focused managed exposure through registered channels.

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Investment Solutions

Research Support

Market and product insights for execution decisions and regular portfolio monitoring.

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Investment Solutions

Corporate Deposits

Corporate FD options with tenure and payout comparison support.

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Investment Solutions

Secondary Bonds

Support for bond-market participation with issue-level visibility and execution assistance.

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Investment Solutions

Structured Products

Access to structured offerings through approved channels based on suitability and tenure.

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Investment Solutions

NPS (National Pension System)

NPS account opening and contribution support with tier selection, fund manager choice, and retirement corpus planning.

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Investment Solutions

Pension and Annuity Plans

Pension and annuity product comparison across insurers for regular post-retirement income planning.

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Insurance Solutions

Life Insurance (All Companies)

Multi-company life cover comparison for term and long-duration protection plans based on customer preference.

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Insurance Solutions

Health Insurance (Mediclaim)

Individual and family mediclaim options across all companies with sum-insured, room-rent, and claim feature comparison.

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Insurance Solutions

Motor Insurance (2 Wheeler and 4 Wheeler)

Comprehensive and third-party policy support for bikes and cars across all companies with add-on selection as required.

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Insurance Solutions

Travel Insurance

Domestic and international travel cover options including medical emergencies, trip cancellation, baggage loss, and policy comparison support.

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Insurance Solutions

Fire Insurance

Fire risk cover options for property and business premises with insurer-wise plan comparison.

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Insurance Solutions

Home Insurance

Structure and household content protection options across multiple insurers.

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Insurance Solutions

Personal Accident Insurance

Accident cover support including disability and income-protection linked plan options.

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Insurance Solutions

General Insurance

Broader non-life cover options with assistance in choosing suitable policy combinations.

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Insurance Solutions

Marine Insurance

Marine cargo and hull insurance options for goods-in-transit protection with insurer comparison support.

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Market Access

Equities

Cash market access support with transaction facilitation and tracking assistance.

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Market Access

Commodities

Commodity market participation support through registered platforms.

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Market Access

Currencies

Currency segment access support for clients looking for hedging or market exposure.

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Market Access

Depository Services

Demat-linked servicing support including account handling and transaction-related assistance.

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Credit Support

Loan Against Securities (LAS)

Guidance on LAS processing, eligible collateral understanding, and repayment structure awareness.

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Wealth and Planning Services

Will Writing

Assistance with will drafting coordination to help families plan orderly succession and asset distribution.

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