Risk profiling
Determine your risk profile and your short/long term goals using the Morningstar risk assessment questionnaire
Asset Allocation
Portfolio diversification in line with your risk profile
Investment Solutions
Products and services that are aligned with your asset allocation
Traditional products
- Mutual funds (Direct & regular plans)
Capital markets
- Equity Services
- Derivative strategies
Fixed income
- GOI / SOV
- AAA / AA + / A
- High Yield
- Unrated / Unlisted
Structured products
- Fixed coupon / PR based
- Principal protected / Non-Principal protected
- Index / Single stock / Stock basket / Commodity based
Research & Execution Capabilities
- Due diligence of investment opportunities
- Fulfilment capability
- Reporting capability (Portfolio analytics)
- Mobile/Desktop interface
Real estate
- Real estate funds
- High yield NCDs
- Real estate broking
Alternate investments
- PF / VC funds
- Distressed funds
- Structured credit
PMS / AIFs
- Equity / Debt
- Long-short funds
- Long equity
Offshore
- Investments approved under LRS
Portfolio Review
Get a complete picture and periodic review of your investments