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Mutual Fund Distribution

Mutual Funds have emerged as a biggest and most sought-after investment option in modern times. But with so many funds and schemes in the market, it has become mind-boggling to choose the right fund/scheme. Having invested in mutual funds, there is another more herculean task of managing the funds, knowing their folios and current NAV. We will help you in evaluating the correct fund/scheme suitable to you based on your risk-bearing appetite and also help you in knowing the current NAVs and managing your folios across different funds/schemes.

Life Insurance Planning

Two major risks of Life - Living too long and living too short needs to be taken care of. We have wide range of Insurance Options to take care of both the events. Whats more! Life Insurance planning can help you achieve your financial goals and save on your taxes too. Remember - There is no substitute to Life Insurance. We will help you in structuring your insurance planning based on your needs and requirements.

Health Insurance Planning

Medical expenses are rising day by day and are only expected to go further up! Health insurance serves as hedge against medical expenses. We have good health insurance policies to cater to your needs.

General Insurance Planning

We at Advisory Services deals in all the General Insurance Products across various General Insurance Cos. as per our customer’s need and convenience.


Equity/Share Advisory Services

Investing in stock market is inarguably the best route to create wealth in long-term. However, it can also be a very risky proposition due to high risk-return trade-off prevalent in the stock market. Hence, it is more appropriate to take help of an experienced and trustworthy expert who will guide you as to when, where and how to invest.

Advisory Services

It provides guidance in the exciting world of stock market with suitable trading solutions and value-added tools and services to enhance your trading experience.

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Latest News


Expect 2018 to be a volatile year: Kotak Mutual Fund In an interview with CNBC-TV18, Anshul Saigal of Kotak Mutual Fund spoke about his reading of the market and his outlook.
Fri, 23 Feb 2018 16:43:46 +0530


How to accomplish your financial goals through twin strategy of SIP and SWP It’s advisable to adopt the twin strategy of Systematic Investment Plan (SIP) and Systematic Withdrawal Plan (SWP) to meet financial goals.
Fri, 16 Feb 2018 10:12:01 +0530


Direct plans of mutual funds: Why do they suit everyone Product awareness campaigns by market participants and sustained backing from the regulator would motivate more retail investors to embrace direct plans.
Fri, 09 Feb 2018 10:35:25 +0530


S Naren Investors had forgotten the word ‘risk’ and now they will be more careful, said investors had forgotten the word ‘risk’ and now they will be more careful.
Wed, 07 Feb 2018 11:31:14 +0530


Dr.Renu Pothen GOI has decided to introduce a 10% tax on long term capital gains on equities and equity oriented mutual funds exceeding INR 1 lakh.
Fri, 02 Feb 2018 15:21:35 +0530


Lalit Nambiar Watch the interview of Lalit Nambiar of UTI MF with Prashant Nair and Ekta Batra of CNBC-TV18, where he shared his readings and outlook on the fundamentals of the market, and specific stocks and sectors.
Tue, 23 Jan 2018 12:04:32 +0530


Harsha Upadhyaya The expert believes that it would be prudent to tilt the portfolio towards largecaps, where valuations are slightly better.
Mon, 22 Jan 2018 11:01:26 +0530


Sunil Subramaniam In an interview with CNBC-TV18, Sunil Subramaniam, CEO of Sundaram Mutual Fund discussed the mutual fund (MF) industry wish-list and their expectations from Budget 2018.
Thu, 18 Jan 2018 14:56:59 +0530