Equity Mutual Funds
Schemes investing mainly in company shares, meant for longer holding periods and carrying higher market risk.
Product categories
Options we can arrange
Ten categories, including Shariah-compliant schemes. Suitability depends on your goal, horizon and risk comfort — and every scheme document should be read before investing.
Debt Mutual Funds
Schemes investing in bonds and money market instruments, usually with lower volatility than equity schemes.
Hybrid Funds
Schemes that hold both equity and debt in defined proportions within a single portfolio.
Shariah-Compliant Funds
Ethical schemes that screen out interest-based, alcohol, tobacco and gambling businesses as per their stated mandate.
ELSS (Tax-Saver) Funds
Equity-linked savings schemes eligible under Section 80C, with a three-year lock-in on every instalment.
Index Funds & ETFs
Passive schemes that track a chosen index rather than relying on active stock selection.
Fixed Deposits
Deposits with partner banks and NBFCs offering a contracted rate for a fixed tenure.
Life Insurance
Term, LIC and other life covers arranged through licensed insurers to protect a family's income.
General Insurance
Vehicle insurance, home and travel covers for everyday assets and liabilities.
Health Insurance
Individual and family floater covers for hospitalisation and related medical expenses.
Choosing between them
Match the money to time
The single biggest factor is when you need the money back. Short horizons usually sit in lower-volatility categories; longer horizons can absorb the ups and downs of equity. Tax treatment, lock-in and exit load matter too, and we explain all three before anything is submitted.
- Purpose and time horizon discussed first
- Costs, exit load and lock-in shown in writing
- Scheme documents shared before you sign
- No pressure to switch or churn later
Read the documents first
Mutual fund investments are subject to market risks. Read all scheme related documents carefully before investing.