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1. Mutual Funds
Mutual funds are financial instruments which invest in a portfolio of securities. These securities may be stocks, bonds, money market instruments, gold, silver and real estate investment trusts (REITs) etc. You can buy units of mutual funds; each unit represents a certain percentage of the mutual fund scheme portfolio...
Explore2. PMS
Portfolio Management Services or PMS, is a service offered by the Portfolio Manager or an asset management company, is an investment portfolio in stocks, fixed income, debt, cash and other securities, managed by a professional fund manager that can potentially be tailored to meet...
Explore3. Insurance
Portfolio Management Services or PMS, is a service offered by the Portfolio Manager or an asset management company, is an investment portfolio in stocks, fixed income, debt, cash and other securities, managed by a professional fund manager that can potentially be tailored to meet...
Explore4. AIF
Alternative Investment Funds (AIFs) have emerged as a dynamic investment avenue, offering diversification and unique opportunities beyond traditional asset classes. AIFs are called 'alternatives' because they provide investment options beyond traditional asset classes like equities and bonds...
Explore5. Global Investing
In an increasingly interconnected world, investing in global funds has become a compelling option for Indian investors seeking diversification and exposure to international markets. Global funds provide an avenue to invest in companies and assets outside of India, opening doors to a broader range of opportunities...
Explore6. Bonds
Bonds are fixed income instruments which pay fixed rate of interest at regular intervals and the principal amount on maturity. Bonds as an asset class are very popular in the developed economies. However, the bond market in India has historically been relatively small. In more recent times, with Bank FD interest rates...
Explore7. Unlisted Shares
While listed shares dominate the investment landscape, a lesser-known avenue offers unique opportunities for investors-Unlisted Shares. Unlisted shares are those of privately held companies that are not available on any stock exchange....
Explore8. Private Equity
Private equity investment refers to investing in private limited companies i.e. companies that are not listed in stock exchanges. The investment tenure in private equity is usually quite long e.g. 5 to 10 years. The minimum investment in private equity is usually quite large. As an asset class,...
Explore9. Estate Planning
Estate planning is an essential aspect of financial management that allows individuals to protect and distribute their assets according to their wishes while minimising legal complexities and tax burdens. A well-crafted estate plan is essential in India, where family structures and legal frameworks are diverse...
Explore10. Venture Funds
Venture capital refers to investments in Startups or MSMEs that need capital to grow their business. Venture funds are pooled funds like mutual funds or Portfolio Management Services (PMS). The fund is managed by investment professionals known as General Partners (GP)...
Explore1. Corporate Financial Consulting
Corporate financial consulting is a specialised service that helps businesses make informed financial decisions, optimise financial performance, and achieve strategic goals. Engaging corporate financial consultants can provide valuable insights, expertise, and strategic guidance, whether a startup,...
Explore2. Debt Syndication
Debt syndication is an essential financial service that assists businesses in raising capital by issuing debt instruments. In India, where businesses often require substantial funding for expansion, working capital requirements, or infrastructure projects, debt syndication plays a vital role...
Explore3. Mergers and Valuations
Mergers and acquisitions (M&A) are crucial in the corporate landscape, allowing companies to expand, diversify, and create synergies. A fundamental aspect of the M&A process is valuation-determining the worth of a business or its assets. Valuation is the foundation for negotiating fair deals...
Explore4. Strategic Consulting
One of our services is Strategic Consulting. We specialise in providing value-added services to MSMEs and SMEs, assisting them in achieving their Objectives and Key Results (OKR). We understand that these businesses require support in transforming their vision into actionable plans,...
Explore5. Tax Consulting
Tax consulting in India is crucial in helping individuals and businesses navigate the complex tax landscape and ensure compliance with tax laws. With a vast and evolving tax system, engaging tax consulting services in India offers several benefits. Here's an overview of tax consulting in the Indian context....
Explore6. Virtual CFO
A Chief Financial Officer (CFO) is a vital part of any organisation, responsible for managing the company's finances and making strategic decisions that help maintain the organisation's financial health. However, hiring a full-time CFO can be costly, especially for small businesses. This is where Virtual CFOs come in....
Explore1. Estate Planning
Estate planning is an essential aspect of financial management that allows individuals to protect and distribute their assets according to their wishes while minimising legal complexities and tax burdens. A well-crafted estate plan is essential in India, where family structures and legal frameworks are diverse...
Explore2. Global Investing
In an increasingly interconnected world, investing in global funds has become a compelling option for Indian investors seeking diversification and exposure to international markets. Global funds provide an avenue to invest in companies and assets outside of India, opening doors to a broader range of opportunities...
Explore3. Private Equity
Private equity investment refers to investing in private limited companies i.e. companies that are not listed in stock exchanges. The investment tenure in private equity is usually quite long e.g. 5 to 10 years. The minimum investment in private equity is usually quite large. As an asset class,...
Explore4. Venture Funds
Venture capital refers to investments in Startups or MSMEs that need capital to grow their business. Venture funds are pooled funds like mutual funds or Portfolio Management Services (PMS). The fund is managed by investment professionals known as General Partners (GP)...
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