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Mutual Funds

Mutual Funds

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Corporate Deposit

Corporate Deposit

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General Insurance

General Insurance

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Travel Insurance

Travel Insurance

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Motor Insurance

Motor Insurance

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Home Insurance

Home Insurance

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Health Insurance

Health Insurance

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Amirtharaj Investment, we adopt a structured and disciplined advisory approach and provide you portfolio solutions which meet your desired financial goals and milestones.
At Amirtharaj Investment, we offer you a complete range of solutions that complement our advisory services. The range includes a combination of best of breed proprietary and non proprietary (third party) products. The approach is to recommend you product solutions within your overall asset allocation in an unbiased manner after evaluating all the options available in the market.
Work with us to develop a wealth creation and protection plan that provides you with the best chance to reach your financial goals according to your specific needs and comfort levels. Our estate planning, insurance, and wealth management expertise will put you in the best position to succeed while allowing you to maximize your time devoted to focusing on the pursuits that are most important to you.
Here in our company we believe in “well done than well said” and value client satisfaction as priceless. We prefer working with our clients over many years and will be committed to provide you quality service over the long term.
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Nature of Business

Service Provider

Legal Status of Firm

Individual - Proprietor

GST Number

33AFEPV9558H2ZV

Mutual Funds
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Mutual Funds

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Investing in a mutual fund is like an investment made by a collective. An individual as a single investor is likely to have lesser amount of money at disposal than say, a group of friends put together. Now, let's assume that this group of individuals is a novice in investing and so the group turns over the pooled funds to an expert to make their money work for them. This is what a professional Asset Management Company does for mutual funds. The AMC invests the investors' money on their behalf into various assets towards a common investment objective.

Mutual Fund is a vehicle that enables a collective group of individuals to:
  1. Pool their investible surplus funds and collectively invest in instruments / assets for a common investment objective.

  2. Optimize the knowledge and experience of a fund manager, a capacity that individually they may not have

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Portfolio Management Services
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  • Portfolio Management Services provides solutions for the investment needs of select clientele, through focused portfolios.
  • In India there are several institutional participant to offer Portfolio Management Services to HNIs and Institutions,like- Mutual Fund Houses, Broking Houses etc. They are governed by SEBi rule of conducts. Most of these PMS have a successful track record of over 10 years of experience in offering Portfolio Management Services.
  • Investing requires knowledge, time, and the right mind-set. This is besides constant monitoring. PMS gives you professional managers who strategize to deliver you consistent returns keeping your risk appetite in mind. Every portfolio manager has a well-defined investment philosophy and strategy that acts as a guiding principle.
  • Our strong base of PMS clients stands testament to the quality and value of our services and recommended PMS. We keep selecting the best PMS of the industry and offer them to our clients from time to time. We select PMS Schemes which aim to create a portfolio that suits your requirements; therefore we will first seek to understand a client's needs and investment objectives, and on that basis offer a portfolio that best suits these needs and objectives.
  • PMS relieves investor from all the administrative hassles of investments. You receive periodic reports on your portfolio performance and other aspects of your investments. Investments are tracked continuously to maximize returns.
  • In a PMS setup, your relationship manager defines your financial goals and advises you the right product mix. They give personalized service and ensure that you receive periodic updates and account performance reports.

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Corporate Deposit
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Corporate Deposit

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Corporate Deposits are loan arrangements where a specific amount of funds is placed on deposit under the name of the account holder. The money placed on deposit earns a fixed rate of interest, according to the terms and conditions that govern the account. The actual amount of the fixed rate can be influenced by such factors at the type of currency involved in the deposit, the duration set in place for the deposit, and the location where the deposit is made.

Benefits of investing in Company Fixed Deposits.

  • High interest.
  • Short-term deposits.
  • Lock-in period is only 6 months.
  • No Income Tax is deducted at source if the interest income is up to Rs 5,000 in one financial year
  • Investment can be spread in more than one company, so that interest from one company does not exceed Rs. 5

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General Insurance
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General Insurance

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  • Insurance other than 'Life Insurance' falls under the category of General Insurance. General Insurance comprises of insurance of property against fire, burglary etc, personal insurance such as Accident and Health Insurance, and liability insurance which covers legal liabilities. There are also other covers such as Errors and Omissions insurance for professionals, credit insurance etc.
  • Non-life insurance companies have products that cover property against Fire and allied perils, flood storm and inundation, earthquake and so on. There are products that cover property against burglary, theft etc. The non-life companies also offer policies covering machinery against breakdown,there are policies that cover the hull of ships and so on. A Marine Cargo policy covers goods in transit including by sea, air and road.

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Travel Insurance
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Travel Insurance

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Be it business or pleasure travel, having a trouble free trip is what everyone looks forward to. Illness is uncertain, it can spoil the planned trip. But with insurance in hand, medical bills are taken care of. Other difficult situations like loss of passport or baggage while traveling can also add on financial difficulties. These are all covered by travel insurance.

Travel insurance usually covers medical expenses, financial or any other looses incurred while traveling. Travel insurance is arranged at the booking of a trip to cover exactly the duration of that trip. Travel insurance offers coverage for Student travel, business travel, leisure travel, adventure travel, cruise travel, and international travel. Irrespective of the nature of uncertainties, a suitable travel insurance fulfilling the requirements can offer the coverage needed while away from home.

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Motor Insurance
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Motor Insurance

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Motor Insurance technically provides protection against the losses incurred as a result of unavoidable instances. It helps cover against theft, financial loss caused by accidents and any subsequent liabilities. The cover level of Motor Insurance can be the insured party, the insured vehicle, third parties (car and people).

The premium of the insurance is dependent on certain parameters like gender, age, vehicle classification, etc. Motor Insurance gives confidence to drive fearlessly but at the same time should follow the traffic rules. In emergencies it acts like a boon to the insurer.

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Home Insurance
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Home Insurance

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Life's journey takes you through many twists and turns. You may not be prepared for it, but you have to face it. Accidents, mishaps and other adverse situations bring along dire consequences.

They can leave a dent on your life both emotionally and financially, if you are not prepared for it.

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Health Insurance
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Health Insurance

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Medical expenses are sky high these days, but was never cheap ever. Even a small treatment or an appointment with a doctor might consume a lot of money. Health insurance is a must, it saves money and covers unexpected calamities. Health insurance comes in handy to meet emergencies of severe ailment or accident. Sometimes it is associated with covering disability and custodial needs. Life is unpredictable, insurance can make it safe and secure from bearing huge loss. Health insurance is affordable and carries the assurance and freedom from insecurities that threaten life now and then.

We liaise with the leading health insurance providers in India and buying through us enables analyzing costs and benefits from the pool of policies matching your requirements and of course not to forget the quality service offered by us.

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