We are here for all your investment needs
we are with you in your financial welness journey
- Mutual Funds
- Corporate Fix Deposits
- Demat Account / Direct Stock Investment
- National Pension Scheme (NPS)
- Financeal planning
- Guaranteed Income Plans
1. Mutual Funds
Investing in mutual fund is not just about starting SIP in top rated funds. We help in investing based on risk profie, duration of investment, asset allocation, goal based calculation, tactical changes & regular monitoring that go into successful mutual fund investment.
2. corporate fix deposit
- Mahindra Finance - upto 7%
- Bajaj Finance - upto 7.4%
- Shriram Transport Finance - upto 8.4%
- Long Term Capital Gain Bonds - 5%
- RBI Floating Rate Bonds - 7.15% floating
You can chose from multiple fix deposits to invest.
3. tax benefits
- Upto 1,50,000 exemption using ELSS
- Additional 50,000 exemption every year for contribution to NPS.
- Upto 10,000 tax saving every year using Tax Harvesting
4. Guaranteed income plans
Guarantted income plans offer tax efficient alternative to fix deposits
- HDFC Sanchay Plus - Internal return upto 6.56 tax free
- Tata AIA Gurananteed Fortune Plus
- Many more...
5. Zero comission service
In case you wish to save on comission and get upto 1% better returns in Mutual Fund, then we can help you switch to direct plans of mutual funds with Kuvera. All at a fixed Mutual distribution service fee on per year basis. We will also help you in tax harvesting and save upto 10,000 in taxes every year. Making effecive cost / fees to zero.
6. Demat account
All the support for direct stock investment. Multiple choice of brokers
- Upstox - low cost broker
- Zerodha - Another low cost broker
- Motilal Oswal - Experties in stock investment since 20 years
7. National pension scheme (NPS)
National Pension Scheme (NPS) is one of the best and low cost investment option for pension in retirement. It offers tax benefits that no other investment offers. Backed by Government of India and regulated by PFRDA, NPS can help you in regular income during your second innings. We partner with Religare to offer our clients this service.
why invest with us
- Certified Financial Planner
- Certified Retirement Adviosr
- Certified Investment Advisor
- Two decades of industry experience
- Any problem - we are just a message away
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