INVESTMENT

In finance, an investment is a monetary asset purchased with the idea that the asset will provide income in the future or will be sold at a higher price for a profit.An investment is an asset or item that is purchased with the hope that it will generate income or will appreciate in the future.

Investment Plans

We Offer you fixed investment options to help you build your wealth at low risk with secure returns

The world of finance can be complicated and quite intimidating at times. We believe investments, as a practice is inherently simple, once you understand some of the major concepts and the lingo associated with them. In this section we endeavour to educate current or potential investors on the practice of investing from the ground up.

Types of Investment Plans

  • Systematic investment plans (SIP)
  • Systematic withdrawal plan (SWP)
  • Systematic transfer plan (STP)
  • Automatic reinvestment plan (ARP)

Systematic investment plans (SIP): This plan allows regular investments in a fund. The amount can be as small as Rs 500 and can go up depending on the savings potential of the investor. The mode of such regular investment could be a direct debit from the investors' savings or salary account.

Systematic withdrawal plan (SWP): It allows investors to periodically withdraw their fund investment and offers the benefits of a regular income. Under this scheme, an investor must withdraw a specified minimum amount, which is paid in the form of a cheque or direct credit to the investor's bank account.

Mutual fund:A mutual fund is a collection of stocks and bonds. When you buy a mutual fund, you are pooling your money with a number of other investors, which in turn enables you (as part of a group) to pay a professional manager to select specific securities for you. Mutual funds are all set up with a specific strategy in mind, and their distinct focus can be nearly anything: large stocks, small stocks, bonds from governments, bonds from companies, stocks and bonds, stocks in certain industries, stocks in certain countries, and the list goes on.

Systematic transfer plan (STP): This plan offers investors the facility to transfer a specified amount on a regular basis from one scheme to another within the same fund family. A transfer is treated as redemption of units from the scheme from which one is shifting and as an investment in units of the scheme in which one is moving.

Our investment services cater your all financial needs and help secure your future.

How to Plan

What kind of insurance do I need?

We Offer you fixed investment options to help you build your wealth at low risk with secure returns, safety, convenience & Tax benefits.

Frequency of Premium Payment

Choice of Frequency of premium payment period - Single premium, Yearly, Half yearly, quarterly and monthly should be carefully exercised

How much insurance coverage do I need?

The amount of insurance coverage you need depends on factors such as the number of dependants, debts or mortgages, lifestyle and investment needs.

How much insurance coverage do I need?

The amount of insurance coverage you need depends on factors such as the number of dependants, debts or mortgages, lifestyle and investment needs.