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Types of Equity Mutual Funds

Large-Cap: Mostly invested in large-cap companies.

Multi-Cap: Mostly invested in large-cap and mid-cap     companies.

Small -Cap: Mostly invested in small-cap companies.

Tax planning: Offer tax rebate under Section 80C.

Sectoral: Invest in particular sectors.

International: Almost 65% of the assets invested in     international companies.

Income: Average maturity varies based on tenure and     according to objective.

GILT: Medium-term and long-term, invest in government     securities.

Debt-oriented aggressive: Average equity exposure     between 25-60%.

Debt-oriented conservative: Average equity exposure     between 25%.

Arbitrage: Seek arbitrage opportunities between equity     and derivatives.

Asset allocation: Invest fully in equity or debt as per     market conditions.

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Our Services

Mutual Funds

A mutual fund is a professionally managed investment fund that pools money from many investors to purchase securities


Equity is the difference between the value of the assets and the cost of the liabilities of something owned.

Corporate FD

A fixed deposit is a financial instrument provided by banks which provides investors with a higher rate of interest than a regular savings account, until the given maturity date.

SIP with Insurance

SIP's are an HMRC (Her Majesty's Revenue & Customs) approved, tax efficient all employee plan, which provides companies with the flexibility to tailor the plan to meet their business needs.

Fixed Maturity Plan

FMPs are close-ended fixed maturity schemes that invest in debt securities such as treasury bills (T-bills) commercial papers (CPs), certificates of deposit (CDs), and government and corporate bonds. More reforms needed for MF industry to grow. Close-ended funds are open for subscription for a limited period.

Liquid Funds

Liquid fund is a category of mutual fund which invests primarily in money market instruments like certificate of deposits, treasury bills, commercial papers and term deposits. Lower maturity period of these underlying assets helps a fund manager in meeting the redemption demand from investors.