Mutual Funds
Regular Plan mutual fund distribution for long-term investing. Scheme documents and risks must be read before investing.
What we offer
Services
Financial product distribution and insurance services from our Rajkot office.
Services we provide
Covered in these areas
Portfolio Management Services
Distribution of PMS products through APMI-registered distributors associated with the firm, subject to eligibility.
Alternative Investment Funds
Access to alternative investment funds for investors who meet the applicable eligibility conditions.
SIF Funds
Specialised Investment Fund distribution under the firm's SIF ARN, subject to product availability and eligibility.
GIFT City Funds
Funds structured through GIFT City, where available and suitable for the investor.
IPO
Assistance with initial public offerings through the available application channels.
Debentures
Access to selected debenture offerings as part of a broader investment mix, subject to eligibility and disclosures.
Sovereign Gold Bonds
Government-issued gold bonds when an issue is open, as an alternative to holding physical gold.
Capital Gain Bonds
Specified capital-gain bonds where they may be relevant after a client reviews eligibility with their tax adviser.
Tax Planning
Investment options that may be used in tax planning. Tax outcomes depend on the investor's own facts and current law.
Life Insurance
Protection planning so your family's financial goals are not left unfunded if life does not go as expected.
Mediclaim
Health cover to help manage hospitalisation costs as part of a wider protection plan.
Get in touch
Request a callback
Office hours Monday to Saturday, 10:00–19:00. Call 0281-2570593, or send a message and we will get back within 1–2 business days.