Facilitating investments in mutual funds with information and tools to help you make informed decisions, based on your chosen risk profile.

• ✓Access to diversified schemes
• ✓Information on risk-adjusted returns
• ✓Periodic portfolio review support

Helping you with the process and information required for investing in the NPS as per your retirement planning needs.

• ✓Tier I & Tier II account process assistance
• ✓Details on available fund managers
• ✓Information on tax benefits

Providing information on tax-saving investment options such as Section 80C, 80D and others, as permitted under the Income Tax Act.

• ✓General guidance on tax-efficient products
• ✓Information on capital gains treatment
• ✓Awareness of year-round tax options

Assisting with access to life, health, and general insurance products from various insurers.

• ✓Information on term life insurance
• ✓Overview of health plan features
• ✓Details on critical illness coverage

Providing product information and tools that may assist in building a retirement corpus as per your chosen approach.

• ✓Basic corpus estimation tools
• ✓Awareness on withdrawal options
• ✓Information on pension products

Offering information on a range of financial products for long-term wealth creation and preservation.

• ✓Asset allocation awareness
• ✓General estate planning information
• ✓Multi-generational wealth transfer basics