A derivative is a contract between two or more parties whose value is based on an agreed-upon underlying financial asset, index or security.Common underlying instruments include bonds, commodities, currencies, interest rates, market indexes, and stocks. Futures contracts, forward contracts, options, swaps, and warrants are commonly used derivatives.Derivatives can be used to either mitigate risk (hedging) or assume risk with the expectation of commensurate reward (speculation).

Welcome to the world of Equity investments, where financial growth meets opportunity. Investing in equities involves owning a portion of companies, offering the potential for significant returns over time.

Types of Equity Investments:

• Stocks: Direct ownership in companies.
• Mutual Funds: Professionally managed diversified investments.
• ETFs (Exchange-Traded Funds): Investment funds traded on exchanges, mirroring indexes or assets

Features of Equity Investments:

• High Growth Potential: Historically, equities show substantial growth.
• Ownership & Influence: Shareholders have voting rights and a stake in decisions.
• Diversification Benefits: Access to various industries and sectors.

Begin your wealth-building journey today by exploring our diverse Equity investment opportunities!

Portfolio Management Services offered by the Portfolio Manager, is an investment portfolio in stocks, fixed income, debt, cash, structured products and other individual securities, managed by a professional money manager that can potentially be tailored to meet specific investment objectives. When you invest in PMS, you own individual securities unlike a mutual fund investor, who owns units of the fund. You have the freedom and flexibility to tailor your portfolio to address personal preferences and financial goals. Although portfolio managers may oversee hundreds of portfolios, your account may be unique.

We advise & assist our investor for investing in Company FD & Government of India Bonds. Company FD has potential to generate higher return than the Comparable Bank FD; but higher return comes with higher risk.

FD & Bonds can be looked upon based on individual investment requirement and should be looked from portfolio context.

Initial public offering (IPO) or stock market launch is the process by which a company can go public by sale of its stocks or equities to the institutional investors and usually also retail or individual investors. 

It could be a start-up, young company or an old company that decides to be listed on an exchange and hence goes public.

A New Fund Offer (NFO) is similar to an IPO, except, in this case, it is an Asset Management Company (AMC) that launches a new scheme to raise capital.
AMCs use this money to buy securities like equity and bond. These companies mostly launch new mutual fund schemes during a new fund offer (NFO).
AMCs offer NFOs for a specific period only and investors can opt for them at a specific stipulated price, known as offer price, during this period.
In this period, the investors may purchase units of the mutual fund scheme to subscribe to the NFO at an offer price. This is usually fixed at Rs. 10. Once this tenure expires, the investors would be able to purchase the units of the fund at the offer prevailing at the time. Usually, NFO subscribers have found to experience significant gains after listing.
Once the NFO period is over, investors can get these funds at the prevailing net asset value of the fund.