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"There is a very thin line separating investing from speculation!
We try to ensure you remain investors and do not become speculators!"
Sandeep Bhargava
Our Core Values & Client Testimonials
Our Services
Mutual Funds
These are the most commonly used, well-regulated, time and cost-effective vehicle for investing in financial markets. We use mutual funds for meeting diverse needs across different time horizons.
Alternate Products
We selectively suggest PMS (Portfolio Management Services) and AIF (Alternate Investments Fund) as they possess a higher degree of customization as compared to mutual funds and is built on specialized investment strategies.
Health Insurance
A health insurance plan can be a solution to deal with the rising medical costs. It provides financial security by covering the costs related to treatment, hospitalisation, free health check-up, and pre and post hospitalisation expenses. Also, you can get tax relief on the premium under Section 80D.
