Your Life - Your Needs - Your Money It's About You

Plan your Financial Goals properly through our easy to use calculators for Pension, Kids Education, Kids Marriage, Wealth Building, etc.

Investing means - investing for growth with complete protection.
Hence we follow a four step process of Financial Planning - Risk Profiling, Goal Planning, Portfolio structuring and portfolio tracking. We use a wide range of products to achieve the financial Goals of our clients- Mutual Funds, Stocks, Fixed Deposits etc. We strongly recommend and use Mutual Funds in every clients portfolio creation, due to its lot many advantages over other investment products, like- diversification, professional approach and steady growth.
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Goals are Dreams with Deadlines So start investing

Invest online in Mutual Funds through your internet banking gateway using our "Online Platform".

The journey to your dreams would be well achieved if you plan for them beforehand. Know what you want, when you want and the rest will fall in place.
Your Dreams. Your Goals. Your Journey. You Drive. We make sure you meet the deadline.
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Right advise to invest in Mutual Funds

A mutual fund is an entity that pools the money of many investors its unit-holders to invest in different securities.

Investing in a mutual fund is like an investment made by a collective. An individual as a single investor is likely to have lesser amount of money at disposal than say, a group of friends put together. Now, let's assume that this group of individuals is a novice in investing and so the group turns over the pooled funds to an expert to make their money work for them.
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Knowledge is having the right answer
Know answers to your questions by using our smart tools
Compare Funds
Mobilize money from all possible investors for different investment preferences.
Tax Saving Scheme
Sec 80C of the Income Tax Act allows you to claim deductions from your taxable income.
Latest Tips
Is the process of defining your financial goals and achieving those objectives through a Investment.
SIP Calculator
Calculates all the futures values for all your future needs like kids education, kids marriage, etc.
Mutual Fund Performance

Mutual funds offer investors the opportunity to earn an income or build their wealth through professional management of their investible funds.
The primary role of mutual funds is to assist investors in earning an income or building their wealth, by participating in the opportunities available in the securities markets.
Market Update

The money mobilized from investors is invested by the scheme as per the investment objective committed. Profits or losses, as the case might be, belong to the investors.
Major Indices

A stock index or stock market index is a method of measuring the value of a section of the stock market. It is computed from the prices of selected stocks (typically a weighted average).
The primary role of mutual funds is to assist investors in earning an income or building their wealth, by participating in the opportunities available in the securities markets.
Commodity & Forex

Discover the potential of online trading and trade commodities, shares, indices and forex. It can be consistent; however one of the only ways to predict future values is by utilizing market news and analytics. The Forex market is overall more consistent than commodities.
Dividend Announcements

A dividend is allocated as a fixed amount per share, with shareholders receiving a dividend in proportion to their shareholding. The dividends declared or paid shall also be mentioned in Rupees per unit along with the face value of each unit of that scheme and the prevailing NAV at the time of declaration of the dividend.
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Very big thank you for helping us sort out our mortgage, we really appreciate the effort and hours you put in just so that we were able to buy our first house.
Akash Kodesia
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