Investment Products & Access

We provide access and execution support across a wide range of investment products to help individuals participate in financial markets in a structured and transparent manner.

Each investment category serves a distinct role within an overall financial plan — whether for growth, income stability, retirement planning, or diversification.

Mutual Funds

Modes Supported

SIP • Lumpsum • STP • SWP

Common purpose

• Long-term wealth creation
• Goal-based investing
• Systematic investment discipline

Bonds & Fixed Income Products

Includes

Government Bonds • Corporate Bonds • Debt Instruments

Common purpose

• Income-oriented investing
• Stability and lower volatility exposure
• Portfolio balance

Gold & Silver Investments

Includes

Gold ETFs • Silver ETFs • Sovereign Gold Bonds (SGB)

Common purpose

• Diversification beyond equity
• Hedge against macroeconomic uncertainty
• Long-term value preservation

Fixed Deposits (FDs)

Includes

Bank FDs • Corporate FDs

Common purpose

• Capital preservation
• Predictable income visibility
• Short- to medium-term parking

National Pension System (NPS)

Purpose

• Long-term retirement planning
• Structured accumulation for post-retirement years

Sukanya Samriddhi Yojana (SSY)

Purpose

• Dedicated savings for girl child education and future needs
• Long-term government-backed scheme

Overseas Investments

Includes

International Mutual Funds • Global ETFs • Overseas Market Exposure

Common purpose

• Geographic diversification
• Exposure to global themes such as AI, technology and commodities
• Currency diversification