Our Services
Distribution and servicing of mutual funds, insurance and deposit products.
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Each page explains what is included, how the process works and answers common questions.
Mutual Fund Distribution
Access to schemes of multiple AMCs across equity, debt and hybrid categories.
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SIP, SWP & STP
Registration and servicing of systematic investment, withdrawal and transfer plans.
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Life Insurance
Term, endowment and pension policies, plus LIC premium payment at our office.
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Health Insurance
Individual, family floater and senior citizen mediclaim policies with renewal and claim help.
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General Insurance
Motor, home, shop, travel and personal accident cover for households and businesses.
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Tax-Saving Investments
ELSS, tax-saver deposits, life insurance and other old-regime deduction options.
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Fixed Deposits & Post Office Schemes
Corporate and bank FDs, NSC, KVP, RD, MIS and Senior Citizens Savings Scheme.
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Retirement Solutions
Pension products, SWP set-ups and senior citizen schemes for regular income needs.
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NRI Investment Services
Mutual fund and insurance support for Non-Resident Indians, wherever they live.
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Real Estate Advisory
Residential and commercial plots, shops and flats, as an Executive for DHL Infrabulls International Pvt Ltd.
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NCDs, Bonds & Demat
NCDs, capital gain bonds, gold bonds and demat account opening, as a Nuvama Wealth partner.
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Loan Services
House, mortgage, plot, car, bike, personal and education loans, arranged with lenders.
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Speak with us before you invest
Share what you are looking for and we will walk you through the options, documents and next steps. No charge for a conversation.
