Circle Maze

Web of Complexity

Human being loves SIMPLE THING but at the same time impressed and fascinated by COMPLEX THING. Same is true in Investment world.

Various companies, advisers, brokers, products build “WEB of COMPLEXITY”.

Sorry for below COMPLEXITY but we mainly offer ZERO or LOW commission/cost products. Our advisory services make sure that final portfolio designed is SIMPLE, FOCUSED, DIRECTIONAL and EASY to MANAGE.

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Offerings:

  • Equity
    • Demat and Trading Account Opening (Refering to Third Party)
    • All Equity Mutual Fund Schemes (Only Direct Plans):
      • ETF – Exchange Traded Fund
      • Equity Schemes: Large Cap, Large-Mid Cap, Mid-Small Cap, Diversified
      • International Equity Schemes: USA, Europe, Japan, China
  • Hybrid (Debt – Equity) Mutual Fund Schemes
    • Balanced Schemes
    • MIP Schemes
    • Asset Allocator Schemes
  • Arbitrage Mutual Fund Schemes
  • Debt
    • Bank Deposits – Fixed / Recurring (FD/RD) (Deposit Rates)
    • Company Deposits (HDFC, GRUH, LIC Housing, Bajaj Fin, M&M and more)
    • IPO: Bonds, NCD / Debenture, Zero Coupon Bond
    • Mutual Fund Debt Schemes: Ultra Short Term, Short Term, Corporate Bond, Banking
    • Preference Shares
    • Secondary Debt Deals (Listed Debenture, Bonds etc – Secondary Debt Deals.xlsx
    • PPF
    • SCSS
    • Sukanya Samriddhi Yojana
    • Post Office Schemes: NSC / KVP / MIS / Recurring Deposits
  • NPS – New Pension System
  • Gold
    • Gold ETF / Gold Fund
    • Gold recurring Schemes
    • Gold / Silver Coins
    • Gold Deposit / Gold Sovereign Bonds
  • Insurance
    • Term Plan esp. Online mode
    • Annuity / Pension Plan
    • eIA account (e-Insurance Account) Opening (FAQ)

Below Products (Third party) are selectively offered due to Higher Initial Amount (25 lacs +)

  • PMS – Portfolio Management Services
  • AIFs : Alternate Investment Funds Category I/II/III (Click Here for more Information)
  • Structured Products

 

Will be offering in near future (Advisory role – No facilitation support as of now):

  • Insurance
    • Health Insurance
    • Personal Accident Insurance
    • Home Insurance
    • 2-Wheeler / Motor Insurance
    • Travel Insurance
  • Recently Suggested in Union Budget (Still no one is offering)
    • ReIT – Real Estate Investment Trust
    • InVT – Infrastructure Investment Trust
  • Real Estate Investments (Work is ON)
    • Plot,
    • Residential,
    • Commercial Offices/Shops,
    • Rentals
  • Loan (Work is On)
    • Education Loan
    • Home Loan

Do not offer (as of now):

  • Traditional Insurance Plans
  • Unit Linked Insurance Plans