Years of Service

Satisfied Customers

Branches

Committed Employees


PRODUCT OVERVIEW



Equity

Build your wealth with an
ideal asset class, considering
the capital appreciation and
regular dividends.





Mutual Funds

Build a diversified Portfolio and
ride out the market volatility
with disciplined and systematic
way of investing.





MF ELSS

Invest in ELSS to Save Tax and
grow your investments over
Long term. Start now and
save Systematically.





NCD

Invest in NCDs to get
attractive fixed return. Invest
in a simple product and get
regular return.






NPS

Plan your transition from
working life to living an
enjoyable and satisfying
retirement with NPS.





Gold

Improves the risk-adjusted
return of portfolios and
provides liquidity in times of
market stress.





Currency

Take advantage of the global
market movements and to
balance the portfolio to get a good
Return on Investment





Demat

Hold all your Investments in
a single account
electronically in a secure and
convenient manner.



Why Integrated?

Investor centric business model

We have earned the trust of investors with a relationship based approach rather than transaction based approach.

Professional
Integrity

Absolute Transparency in all the transactions with the clients with a qualified professional team across all products.

Technology
platform

With a user friendly and seamless technology platform, we have Omni channel delivery model for our customers through technology platform and pan india branches.

Investor
education

We regularly conduct investor education programs across the country. We partner with regulators for financial inclusion and capital market.

Retail Investors

Delivering tailored financial solutions to our customers is the fundamental tenet of our business model. While every investor will have different Investment goals, cornerstone of any investment will be to achieve risk adjusted inflation beating return.

Product selection, asset allocation and periodic review will play an inevitable role in achieving your financial goals. Product selection will be across all asset classes like equities, mutual funds, bonds, NCDs and insurance.

Long-term investing is often the best way to build wealth that stands the test of time. Returns in capital market will be volatile across time periods. The returns are not regular and assured in nature. Stock market returns are always back ended, not front ended. Compounding magic works only with a long term approach. While volatility will be an inevitable part of an investors journey, we believe disciplined and systematic way of allocation will help you to ride out volatility across market cycles We design a integrated financial plan for every customer based on Risk appetite, return expectations and Investment horizon.

 
 
 
 

OUR REGULATORS

  • Securities and Exchange
    Board of India (SEBI)

  • Association of Mutual Funds
    in India (AMFI)

  • National Securities Depository
    Limited (NSDL)

  • Central Depository Services
    Limited (CDSL)

  • National Stock Exchange
    (NSE)

  • Bombay Stock Exchange
    (BSE)

  • Insurance Regulatory And
    Development Authority of India

  • Pension Fund Regulatory And
    Development Authority


PLAN YOUR INVESTMENTS

WEALTH CREATION
TAX PLANNING
INSURANCE PLANNING
INVESTMENT




 

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