We leverage on our wide industrial expertise in offering financial planning services to our clients. Our Certified Financial Planners (CFPs) offer unbiased, client-specific consultancy services for individuals, families, executives, professionals, retirees, NRIs, corporate, organizations and trusts in the following areas:

• Comprehensive Financial Planning
• Investment Planning
• Insurance Planning
• Retirement Planning
• Tax Planning
• Estate Planning
• Debt Management
• Specific Goal Planning
• Children’s Education
• Children’s Marriage
• Vacation
• Debt Management
• Cash Flow Planning

Our long-term relationship with our valued clients is based on the 4 fundamental pillars of financial planning services including:

• Integrity
• Competence
• Discipline
• Professionalism

Our dedicated services help in:

• Going through the process of Financial Planning together
• Charting out your life plan
• Converting  your dreams into realities
• Turning  your promises into realities with the right advice to build your assets
• Protecting your assets
• Sustaining your lifestyle for you, for those you love and for the generations to come

Our trading in equity & derivatives are widely appreciated all across the country. These trading in equity & derivatives are carried out by our team of experienced and qualified professionals. Being a member of NSE and BSE we efficiently offer our brokerage services to investors and facilitate them in trading in spot and derivatives market.

We are backed by adept professionals who are offering financial research services and are well versed in research practices. They study the market and provide exhaustive information on companies and markets. Our extensive market research not only adds value to respective company’s current offerings but also offers fundamental and technical research of companies.

Our research reports are offered on daily, weekly and monthly basis on the following areas:

• Company financial results
• Announcements
• Industry specific analysis
• Market commentary
• IPO news
• SRE recommendations

Our financial research services and practices provide the Investors:

• Extensive information on markets and company through reviews
• Market commentary and recommendation
• Informed decisions on the market

Over the years we have been catering to the demand of our clients offering arbitrage services. Our proficient 100 arbitrageurs cater to the requirements of our esteemed clients offering arbitrage services opportunities that exist on NSE and BSE in both cash and future markets. Our arbitrage practices, helps in taking advantage of a price differential between two or more markets, striking a combination of:

• Matching deals that capitalize upon the imbalance
• Profit- the difference between the market prices
• Transaction that involves no negative cash flow

Our access to various mutual funds helps the small investors in investing their savings. Our empanelment with the top Mutual Funds helps in rendering variety of schemes ranging from safe Debt Funds and Gilt Funds to very aggressive Equity Funds. Our investors can choose schemes as per their Risk-Return preference. We have investment advisers who assist in selecting the best suited scheme for our clients depending upon their preferences. The regular ratings and update of the Mutual Funds market are timely provided by our team of researchers.

We are a corporate agent with LIC and have also empanelled with a leading insurance broker offering insurance services. Our team of adept professionals provides access to all insurance companies’ life insurance and general insurance policies to our clients. Our insurance services reduce anxiety over a possible loss and helps overcome the financial acuteness in certain circumstances.

It helps assure:

• Emotional & financial support to families
• future plans for you and your spouse
• dreams for your family: children, a home, a new business, college education, travel, retirement, enjoyment and happiness

We provide an effective guide to our client’s insurance needs backed by our after sales support team. Our tie-ups with LIC for Life Insurance and Bajaj-Allianz Insurance for General Insurance helps in suggesting the best and suitable policy adhering to the client’s requirement.

• Competence
• Integrity
• Relationships
• Stewardship

We are a reputed organization offering Internet trading services in real time to our esteemed clients. Our Internet trading services platform enables the online broker to execute a large number of transactions from a large client base and a large order book position utilizing sophisticated and efficient technology & software. This enables the investors in comprehending the market scenario and trading practices, thereby make an informed trade decision with the help of:

• Live inter-active charts
• Streaming quotes
• User friendly online portal
• Charts
• Research
• Recommendations

Our currency derivatives helps different companies to increase their exposure to the currency derivatives market and effectively raise their respective position limits for clients and non-bank trading members. Being a member of NSE, BSE and MCX, we successfully currency derivatives and brokerage services to traders and facilitate them in trading in the currency derivatives markets.

We are offering depository services. We are a depository participant of CDSL and have successfully attained a large client base including individuals and corporate investors. Our nationwide network of franchisees and a team of professionals and technological experts helps us in proving easy, safe and reliable dematerialization services in a convenient and quick manner.

Our IPO (Initial Public Offerings) are offered in total empanelment with the merchant bankers and the lead bankers. We help the companies to seek capital so as to expand their business venture and also enable privately-owned companies to become publicly traded with our Initial Public Offerings services.

The sale of shares in an Initial Public Offerings is carried out in the following methods:

• Bought deal
• Dutch auction
• Best efforts contract
• Firm commitment contract
• All-or-none contract
• Self distribution of stock

We have attained a lot of recognition in the market offering commodities trading services or brokerage services to traders engaged in trading in the commodities derivatives market. Being a member of both the NDEX and MCX, we exercise ethical business practices in carrying out our valuable services. In offering our commodities trading services or brokerage services, we execute the following:

Besides, in rendering our credible services we execute the following:

• Quality research
• High degree of compliance with stock exchange regulations
• Ethical business standards