Know More Insurance Covers - Life Insurance, Vehicle Insurance, etc Discover Now Mutual funds have historically offered safety and diversification

NOT FAST DECISION BUT GOOD DECISION FAST

We are committed towards providing timely, unbiased and expert guidance so that the best financial decisions can be possibly made. In support with our expert advisory team of professionals, one gets the opportunity to set the entire life goals especially those that can bestow fruitful out comings in the expected future.

For the purpose of tracking the journey of financial freedom we take out our precious time to create the tailored financial strategies for our clients. Learn the smart way outs to build the strong foundation of your current lifestyles by joining us today!

What Services We Offers

We provide valued and trusted insurance, estate and tax planning advice

Mutual funds reduce risk of direct investment in stock market especially for people having limited knowledge about market functioning. We can help you choose better plans to safeguard your investments.

Health Insurance is needed to protect from the exorbitant medical expenses to be incurred on unforeseen diseases or accidents. We help you choose the better plan per your need and budget.

Health Insurance is needed to protect from the exorbitant medical expenses to be incurred on unforeseen diseases or accidents. We help you choose the better plan per your need and budget.

General Insurance covers the risk attached with non-life objects like properties, vehicles, travels, and other valuables, etc., and protects against the likely loss due to unwanted incidents in monetary terms. We can help you to choose better.

There are different Investment avenues in Financial Market which common man may not be aware of.

We assist our clients in managing their Trading and Demat Accounts seamlessly

FREQUENTLY ANSWERS & QUESTIONS

These are just some of the most common questions we get asked. For anything else, please contact us.

A Person of Indian Origin means a citizen of any country (other than Bangladesh or Pakistan),if:
1. He/she at any time held an Indian passport; or
2. He/she or either of his/her parents or grand parents was a citizen of India by
virtue of Constitution of India or the Citizenship Act,1955 (57 of 1955);
or
3. He/she is a spouse of an Indian citizen, or of a person referred to in (a) or (b) above.

FII means an institution established or incorporated outside India, which proposes to make investments in Indian securities and is registered with SEBI.

Yes. NRI’s can maintain accounts in rupees as well as in foreign currency. Accounts in foreign currencies can, however be maintained in India with authorized dealers only.

Yes. The following summary outlines the various provisions related to investments by Non-Resident Indians (‘NRIs’), Persons of Indian Origin (‘PIOs’) and Foreign Institutional Investors (‘FIIs’) in the Schemes of the Mutual Fund and is based on the relevant provisions of the Income-tax Act, 1961 (‘the Act’), regulations issued under the Foreign Exchange Management Act, 1999 and the Wealth-tax Act, 1957 (collectively called ‘the relevant provisions’).

NRIs can invest in Mutual funds on a Repatriable/Non-Repatriable basis as per the provisions of Schedule 5 of the Foreign Exchange Management (Transfer or issue of Security by a Person Resident Outside India) Regulations, 2000 (‘the Regulations’) as explained below.

A Common Application Form duly completed along with cheque or bank drafts should be submitted at Investor Service Centres. The cheque should be made payable at a city where the application is accepted.

Have any Question?

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