For Individuals 

1. Term Life Insurance: Term Life Insurance provides financial security in a low price, to secure your loved ones with high financial compensation in case of unforeseen events. It’s essential not to mix insurance with savings by purchasing high-marketed savings insurance plans by Life Insurance Companies. We assist you to  buy the best-pure term life insurance for focused, cost-effective coverage, from reliable companies with proven track records, especially who has good Claim Settlement Ratio.

2. Health Insurance: Health Insurance ensures you and your family are financially protected against medical emergencies. It covers hospitalization, treatments, and critical illnesses, providing peace of mind and access to quality care. We help you find the best health insurance policies by researching waiting periods, exemptions, exclusions, cost-effectiveness, claim settlement ratios, and networks of hospitals. 

3. Vehicle Insurance: Let us help you find the most cost-effective vehicle insurance plans. We’ll research options to ensure optimum coverage for your vehicle, including all key events, while keeping costs affordable. Assuring you with the best deal for your vehicle!

4. Home Insurance (Theft/Fire): Protect your home with comprehensive insurance covering theft, fire, and other damages. We’ll research the best plans to ensure your property and belongings are safeguarded at an affordable cost. Contact us today for the best home insurance options

For Businesses 

1. Partners Insurance: Protect your business partnerships with customized Partners Insurance. Our tailored coverage secures your key relationships against unforeseen risks, providing stability and peace of mind for growth and success of your business

2. Keyman Insurance: Protect your business from the loss of crucial personnel with Keyman Insurance. Tailored coverage ensures financial stability and continuity by compensating for the loss of key employees, securing your company’s future and minimizing operational disruptions.

3. Insurance linked to Married Women Property Act: Secure your family's future with Term Life Insurance under the Married Women Property Act (MWPA). The benefits are protected from any business liabilities and are solely for the spouse and children, ensuring financial security regardless of business claims

4. Shop Insurance (Theft/Fire): Protect your shop from unforeseen risks with comprehensive Shop Insurance. Covering theft, fire, and other damages, this policy ensures your business assets are safeguarded, minimizing financial loss and ensuring quick recovery in case of emergencies.

5. Cyber Crime Insurance: Protect your business from the growing threat of cybercrime with Cyber Crime Insurance. This coverage safeguards against data breaches, hacking, and financial losses, ensuring your business can recover quickly and mitigate the impact of cyber threats.

6. Professional Indemnity (Doctors): Protect your medical practice with Professional Indemnity Insurance. This coverage safeguards doctors from legal claims, malpractice suits, and professional negligence, ensuring financial security and peace of mind while you focus on patient care.

7. Workmen Compensation: Ensure the safety and well-being of your employees with Workmen Compensation Insurance. This coverage provides financial support for workers injured on the job, covering medical expenses, lost wages, and legal costs, while protecting your business from liability.

8. Group Term & Health Insurance: Provide comprehensive coverage to your employees with Group Term and Health Insurance. This plan offers financial security through life and health coverage, ensuring your team’s well-being while enhancing employee satisfaction and retention.

For Individuals 

1. Direct Equity (Shares):  Invest in equity shares with confidence, backed by our SEBI registered Research Analysts' expert recommendations. Our analysts conduct thorough research on key company fundamentals, such as revenue growth, profit margins, debt levels, and management quality, combined with macroeconomic data, to project future price movements. 

2. Mutual Funds & ETFs: Invest in mutual funds with confidence, backed by our NISM-certified researchers who conduct detailed analysis based on key performance levers such as expense ratio, alpha, beta, Sharpe ratio, Sortino ratio, and more. We recommend investing directly through AMCs to save on high commissions paid to agents and banks, ensuring better returns. 

3. Unlisted Shares:  Explore investment opportunities in unlisted shares of fundamentally strong companies, carefully analyzed by our experts. We evaluate key factors such as financial health, growth potential, and industry position, combined with macroeconomic trends, to identify high-return opportunities before they go public. Invest early with insights you can trust and capitalize on the growth potential of unlisted shares!

4. Government Bonds: Grow your savings with government bonds—risk-free investments backed by the Central or State Government, offering low-risk and guaranteed returns. Our experts evaluate the bond’s yield, tenure, and credit rating to help you make informed decisions for steady, secure growth. Start investing in government bonds today and secure your financial future!

5. Large Private Co. Bonds: Invest in Fixed Deposits from top-rated private companies (A+ and above) to earn higher returns than traditional bank deposits. Our experts analyze company fundamentals, credit ratings, and market conditions to recommend the best options, ensuring optimal returns with minimal risk. Start investing in high-quality corporate bonds today for superior returns!

6. Capital Gain Tax-Free Bonds: Maximize your returns by investing in Capital Gain Tax-Free Bonds, which allow you to earn tax-free income from the sale of property, land, or house. Our experts guide you in choosing the right bonds that fit your financial goals, helping you preserve wealth without tax liabilities. Invest in tax-free bonds today for a smarter, tax-efficient future! 

7. Sovereign Gold Bonds: Invest in Sovereign Gold Bonds to gain exposure to gold price movements with market-linked returns, along with a guaranteed 2% annual interest from the Government of India. This investment offers both capital appreciation and fixed returns, providing a secure and balanced way to diversify your portfolio. Investing in gold-backed bonds is a smarter choice than buying physical Gold!

8. Asset Leasing Investments: Unlock stable returns through Asset Leasing Investments. Invest in physical affordable assets leased to companies, earning regular rental income while diversifying your portfolio with low-risk, tangible investments

9. Invoice Discounting: Invest in Invoice Discounting – a secure opportunity to invest in a basket of invoices from reliable and stable companies, earning returns backed by the creditworthiness of trusted businesses

10. Pension Savings & Annuity: Get personalized retirement advisory from PFRDA-registered Retirement Advisors. Explore savings in Atal Pension Yojna for guaranteed pensions for you and your spouse, and invest in the National Pension System (NPS) with the lowest expense ratio for optimal returns

For Businesses 

1. Startup Company Investments: Explore high-potential investment opportunities in startup companies. With carefully selected, growth-driven startups, you can diversify your portfolio and be part of innovative ventures, all while benefiting from early-stage investment returns.

2. Private Equity Investment: Unlock high-growth potential with Private Equity Investment. Invest in privately-held companies with strong growth prospects, providing you with opportunities for significant returns and strategic involvement in the company’s development.

3. Direct Equity (Shares): Investing in equity shares of listed companies provides businesses with alternative income through dividends and capital appreciation. This improves the balance sheet, enhances financial stability, and offers long-term growth potential. It also provides diversification, liquidity, and risk mitigation

4. Mutual Funds & ETFs: Investing in Mutual Funds and ETFs provides businesses with diversified portfolios, offering liquidity and steady returns. These investments generate the cash needed for business expansion, equipment upgrades, and asset improvements, ensuring your business stays competitive and well-equipped for growth

For Individuals 

1. Loan Against Mutual Funds (Overdraft A/c):  Need quick cash? Get a Loan Against Mutual Funds with lower interest rates than personal loans! Enjoy the flexibility of an overdraft account, where you only pay interest on the amount you use, for the period you use it. Apply digitally and get disbursed within 24 hours. Perfect for managing cash flow or urgent needs—these credit-back overdrafts are a must-have for every home. Apply today and access funds instantly! 

Please Note: You can avail of Overdraft loans on Shares, Bonds, Gold Bonds and any popular financial instruments. Talk to Us for more details

2. Loan Against Life Insurance Policies (LAIP): Leverage the value of your life insurance policy with a Loan Against Life Insurance. We provide overdraft loans on both traditional and Unit Linked Insurance Policies (ULIPs), including during the lock-in period—something most insurers don’t offer. Benefit from competitive interest rates, and flexible repayment terms, and pay interest only on the amount you use, for the time you use it. Apply and receive funds within 24 hours to meet your financial needs 

3. Other General Loan Services:  Plot & New Home Loans, Loan Against Property, Personal Loans & Credit Cards (curated for salaried employees)

For Businesses 

1. Business Loans: Fuel the growth of your business with tailored Business Loans, available with or without collateral. We connect you with top lenders offering flexible terms, competitive interest rates, and quick processing. Whether for expansion, equipment purchase, or working capital, our business loans provide the financial support you need. Apply and get fast access to the funds that will help your business thrive

2. Business Overdrafts and Credit Cards: Manage cash flow with ease using Business Overdrafts and Credit Cards. Access immediate funds whenever needed with flexible overdraft limits, or enjoy the convenience and purchasing power of a business credit card. Both options provide quick access to working capital, helping you cover day-to-day expenses or seize new opportunities. Apply now for hassle-free financing and strengthen your business’s financial flexibility!.

For Individuals 

1. Training Courses 1 - Fundamental Analysis of Equity Stocks:  Master the art of evaluating equity stocks with our comprehensive training on Fundamental Analysis. Learn to assess a company's financial health, profitability, growth potential, and market position to make informed investment decisions. Our expert faculties are certified by NiSM, and interested candidates will be assisted in enrolling for NiSM certification. Enrol today to gain valuable skills for successful investing!. 

2. Training Courses 2: Technical Analysis for Stock Trading: Gain the skills to analyze stock price movements with our in-depth training on Technical Analysis. Learn key concepts like chart patterns, indicators, and trends to make data-driven decisions in stock trading. Our NiSM and NSE-certified faculties guide you through practical techniques, and interested candidates will be assisted in enrolling for NiSM certification. Sign up today to enhance your trading expertise. 

For Businesses 

1. MSME - Business Planning:  Unlock your business’s potential with our comprehensive Business Planning services for Micro Small and Medium sized Enterprises. We offer expert consulting, personalized coaching, and hands-on support to help you develop clear strategies, set achievable goals, and navigate challenges for sustainable growth. Meet us once and understand the depth of our knowledge, Get in touch today to start building your business’s future!.

2. MSME - Sales Process & Business Management: Boost your sales and revenue with our tailored Sales Process & Revenue Enhancement services. Our facilitators, with over 15 years of experience in Sales, Training, Business Planning, Budgeting, and Employee Management, offer expert consulting and coaching to optimize your sales strategies, streamline processes, and identify growth opportunities. Irrespective of the size, Sales & Revenue is the blood of every business, Conslut once and feel the insights of expertise

3. Employee Training - Sales Planning and Execution: Enhance your team's sales performance with our comprehensive Sales Planning and Execution training. Our program covers key topics such as Prospecting, Discovery of Needs, Product Positioning, Need-based Selling, and effective Closing Techniques. With over 15 years of expertise, our facilitators ensure that your team gains practical skills for achieving sales success. Get your team trained today and drive measurable results!

For Businesses 

1. Customer Engagement & Retention Campaigns:  Boost brand loyalty and customer retention with our exclusive engagement campaigns. We connect with your customers through voice calls, video calls, SMS, WhatsApp, and email to gather feedback, uncover new business opportunities, and encourage referrals. Let us help you build lasting customer relationships and drive growth.

2. New Business: Up & Cross Sell Campaigns: Maximize revenue with our Up & Cross Sell campaigns, where we engage with your existing customers to drive key performance indicators (KPIs) for generating upsell and cross-sell opportunities. Our service charges are performance-based, meaning we have skin in the game and are committed to driving real results for your business. Let us help you unlock new revenue streams from your existing customer base

3. Execution of Strategic Projects: Drive successful outcomes with our Strategic Projects service. We lead the planning and execution of key business projects, leveraging our expertise from managing large-scale projects at top corporates. By applying advanced project management tools and best practices, we ensure seamless execution and efficiency for your business. Let us help you navigate and execute your most important projects with confidence!