Our products and services
Everything you need to
protect, grow and invest
Structured capital advisory and funding solutions across equity, debt, and hybrid instruments — from mutual funds and SIPs to startup funding, SME IPOs, and international equity.
Wealth management Primary and secondary market Funding solutions Loans International
Wealth management Primary market Secondary market Debt and funding Startup capital Real estate finance Retail loans SME IPO International
Wealth management
Build and protect
long-term wealth
AMFI registered wealth management solutions — curated portfolios, systematic plans, and alternative investments aligned to your financial goals.
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Core investment
Mutual Funds
Curated selection from all AMCs in India — equity, debt, hybrid, index, and sectoral funds aligned to your risk profile and goals.
  • Direct and regular plans from all AMCs
  • Goal-based fund selection and portfolio construction
  • Tax-saving ELSS funds
  • Liquid and ultra-short funds for surplus
  • Regular portfolio review and rebalancing
Explore mutual funds →
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Systematic investing
SIP and Step-up SIP
Build wealth systematically with monthly SIPs — and grow your investment automatically each year with step-up plans matching your income growth.
  • SIP starting from Rs.500/month
  • Step-up SIP with annual increase
  • Multi-fund SIP portfolios
  • Pause, modify or stop anytime
  • SIP with insurance cover options
Start a SIP →
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Professional management
Portfolio Management Services
Professionally managed, actively monitored portfolios for investors with larger corpus — structured for alpha generation and disciplined risk management.
  • Minimum investment: Rs.50 lakhs
  • Dedicated portfolio manager
  • Concentrated high-conviction strategies
  • Multi-asset allocation models
  • Detailed quarterly performance reports
Explore PMS →
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Stable returns
Fixed Income and Bonds
Predictable returns through corporate deposits, NCDs, government bonds, and structured debt — ideal for capital preservation and steady income.
  • Corporate fixed deposits
  • Non-Convertible Debentures (NCDs)
  • Government and PSU bonds
  • Tax-free bonds
  • Sovereign gold bonds
View fixed income →
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Diversification
REITs and InvITs
Access real estate and infrastructure returns without the hassle of direct ownership — through SEBI-regulated REITs and InvITs.
  • Listed REITs on NSE and BSE
  • Infrastructure Investment Trusts (InvITs)
  • Real estate mutual funds
  • Regular dividend income potential
  • Portfolio diversification beyond equities
Explore REITs →
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Advanced investing
Alternative Investments (AIFs)
Sophisticated instruments for sophisticated investors — private equity, hedge funds, and structured products with capital protection and enhanced returns.
  • Category I, II and III AIFs
  • Structured products with capital protection
  • Market-linked debentures (MLDs)
  • Private equity and venture funds
  • Minimum investment: Rs.1 crore
Explore AIFs →
AMFI Registered - ARN-148547
Not sure where to start? Get a free portfolio review.
Our advisors will analyse your current investments, identify gaps, and recommend a structured plan — completely free, no commitment required.
Book your free review
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Goal-based portfolio design
Every plan built around your specific goals and timeline
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Risk profiling included
We match investments to your exact risk appetite
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No hidden commissions
Transparent, objective advice — always
Primary market
Invest at the source —
before the market does
Access IPOs, pre-IPO placements, NCDs, and corporate bonds — structured capital solutions across equity and debt in the primary market.
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Equity primary market
IPOs and Pre-IPO
Get early access to high-potential companies before they list — through IPO applications and pre-IPO placement opportunities curated by our team.
  • Mainboard and SME IPO applications
  • Pre-IPO placements at preferential pricing
  • Preferential allotments
  • Rights issue subscriptions
  • Unlisted share investments
View current IPOs →
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Debt primary market
NCDs and Corporate Bonds
Earn higher fixed returns than FDs through Non-Convertible Debentures and corporate bonds from reputed companies — in both public and private placements.
  • Public NCD issues from AAA-rated companies
  • Private placement bonds
  • Secured and unsecured NCDs
  • Quarterly, annual or cumulative interest options
  • Tenures from 1 to 10 years
View NCD offerings →
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Structured offerings
Structured Products
Sophisticated instruments that combine capital protection with market-linked returns — designed for investors who want upside without full downside risk.
  • Capital protection-oriented products
  • Market-linked debentures (MLDs)
  • Principal-protected notes
  • Yield enhancement structures
  • Custom tenor and payout structures
Learn more →
Via Prabhudas Lilladher
Secondary market broking with institutional-grade research
Secondary market
Trade with confidence, invest with clarity
Access equities, currencies, and commodities through our partnership with Prabhudas Lilladher — one of India's most respected broking houses.
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Equity broking
Listed equities on NSE and BSE with research-backed recommendations and portfolio tracking.
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Demat account services
Seamless demat account opening and management through Prabhudas Lilladher.
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Currency and commodities
Trade currency derivatives and commodity futures on MCX and NSE-CDS platforms.
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Unlisted and SME shares
Access pre-listing opportunities in promising SME and unlisted companies before they go public.
Debt syndication and funding
Capital solutions for
businesses that mean business
Strategic financing and funding solutions aligned to your capital structure and growth objectives — from working capital to trade finance and beyond.
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Corporate finance
Working Capital Solutions
Keep your business running smoothly with structured working capital facilities tailored to your operating cycle and cash flow needs.
  • Cash credit and overdraft facilities
  • Bill discounting
  • Inventory and debtors funding
  • Channel finance solutions
  • Secured and unsecured working capital
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International finance
Trade Finance
Facilitate domestic and cross-border trade with comprehensive trade finance solutions — from letters of credit to international factoring.
  • Letters of credit (LC)
  • Bank guarantees
  • Export and import financing
  • Domestic factoring
  • International factoring solutions
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Growth capital
Project and Term Finance
Long-term structured finance for business expansion, new projects, plant and machinery — with competitive rates from our institutional partners.
  • Project finance for new ventures
  • Plant and machinery loans
  • Expansion and capex financing
  • Term loans from 1 to 15 years
  • Secured and unsecured options
Startup and growth funding
From idea to scale —
capital at every stage
Founder-focused capital strategy and fundraising advisory — seed, angel, bridge, venture, and growth equity for startups and growth-stage businesses.
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Early stage
Seed and Angel Capital
Connect with angel investors and seed funds to validate your idea and build your MVP — with advisory on valuation, term sheets, and deal structuring.
  • Angel network introductions
  • Seed round structuring
  • Valuation advisory
  • Pitch deck and data room support
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Growth stage
Bridge and Series Funding
Raise bridge capital between rounds or structure a full Series A/B round with our network of VCs, family offices, and institutional investors.
  • Bridge and pre-series funding
  • Series A and B structuring
  • VC and PE network access
  • Investor relations support
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Institutional capital
Venture and Growth Equity
Access venture capital and growth equity for scaling businesses — with full transaction management from term sheet to close.
  • Venture capital fundraising
  • Growth equity placements
  • Secondary share transactions
  • ESOP and cap table advisory
Construction to acquisition
Real estate financing for developers and investors
Real estate financing
Structured capital for real estate growth
From construction finance to stressed asset resolution — comprehensive real estate funding solutions for developers, builders, and investors.
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Construction finance
Project-level funding for residential, commercial, and mixed-use developments.
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Lease rental discounting (LRD)
Unlock capital from your rental income streams through LRD structures.
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Acquisition finance
Structured funding for land acquisition, commercial property purchase, and portfolio buildup.
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NPA and stressed asset resolution
Advisory and funding for stressed real estate assets — NPA resolution and restructuring solutions.
Retail loans
Fund your life and
your ambitions
Home loans, personal loans, business loans, and more — structured to get you the best rate with the least paperwork through our lending partners.
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Home Loan
Finance your dream home with competitive rates and flexible tenure up to 30 years.
From 8.5% p.a.
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Business Loan
Unsecured and secured business loans for working capital, expansion, and growth.
From 11% p.a.
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Personal Loan
Quick disbursement personal loans for any purpose — medical, education, or travel.
From 10.5% p.a.
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Education Loan
Fund your child's higher education in India or abroad with tax-deductible interest.
From 8% p.a.
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Car Loan
New and used vehicle financing with fast approval and minimal documentation.
From 8.75% p.a.
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Loan Against Property
Unlock the value of your property for business or personal needs at lower rates.
From 9% p.a.
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Loan Against MF/Shares
Get liquidity without selling your investments — loans against mutual fund units and shares.
From 10% p.a.
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Overdraft Facility
Flexible credit line for businesses — pay interest only on the amount you use.
From 10.5% p.a.
SME IPO and listings
Take your business public —
on NSE Emerge or BSE SME
End-to-end SME IPO advisory — from capital readiness and pre-IPO structuring to listing on NSE Emerge or BSE SME and HNI investor placement.
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Pre-IPO
Capital readiness and pre-IPO structuring
Prepare your business for listing — financials, compliance, valuation, and capital structure advisory before you file your DRHP.
  • Financial restatement and audit support
  • Valuation advisory and price band guidance
  • Capital structure optimization
  • Promoter shareholding restructuring
  • DRHP preparation and filing support
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Listing and placement
SME exchange listing and HNI placement
List on NSE Emerge or BSE SME with full anchor and HNI investor placement support — ensuring a successful, well-subscribed IPO.
  • NSE Emerge and BSE SME listing advisory
  • Anchor investor identification and placement
  • HNI and institutional investor outreach
  • IPO subscription management
  • Post-listing investor relations support
International investments
Diversify globally —
invest beyond India
Access global markets and international equity through our partnerships with Vested Finance and Bayfort Capital — diversify your portfolio across US stocks and global funds.
Via Vested Finance
US Stocks and ETFs
Invest in US-listed stocks, ETFs, and fractional shares directly from India — in partnership with Vested Finance, a SEBI-registered investment advisor.
  • US-listed stocks (NYSE, NASDAQ)
  • ETFs — index, sector, and thematic
  • Fractional share investing
  • USD-denominated portfolio
  • Automatic currency conversion
Via Bayfort Capital
Global Portfolio Diversification
Access curated global investment portfolios and offshore wealth management solutions through our partnership with Bayfort Capital.
  • Global multi-asset portfolios
  • Offshore investment structures
  • International bonds and fixed income
  • Currency-diversified investing
  • Cross-border wealth planning
Ready to get started?
Book a free consultation and our advisors will match the right products to your goals — no pressure, no commitment.
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