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Investment

Mutual Fund

Mutual Fund is a program for investment where the professionals use the funds of retail investors and invest in various investment sectors in a way that a diversified portfolio is built. Mutual Fund offers you numerous schemes where you can invest and gain from the growth in the capital markets.,

SIP

A systematic investment Plan or SIP is an investment plan where the investors can invest small amounts in regular intervals. The investment can be done quarterly, monthly, or weekly as per your requirement. This is the best investment scheme when you don’t want to block a lump sum amount in one go.

Insurance

Insurance can be called a contract between two parties. The insurer and the insured come under a legal agreement where the insurer gives financial coverage against losses of the insured under specific circumstances. Hence, an Insurance Policy works as a protection in case of any financial loss of the insured person and his/her family.

Government Bond

When central or state governments experience a crisis of liquidity, they issue Government Bonds, which is a debt security. A maturity date and rate of interest are also declared. The fund acquired through Government Bonds is used for various developments and expenditures. This is a perfect way of risk-free investment as the Government Bonds give stability of funds and assured returns.

Prime Portfolio

Prime Portfolio blends Tactical Bets with Long Term Winners. It is a concentrated portfolio that provides investor advantage with a mix of long-term compounders as well as special company/sectoral picks. Long Term Winners (70-75%) are the stocks which are relevant from 12 to 18 months. Thesecompanies have an established track record of yields over 3-5 years. On the other hand, Tactical Bets (25 -30%) are the relevant from 3 to 6 months. Hence, Prime Portfolio is a well-diversified portfolio that comprises of small,mid and large cap companies.

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Investment

Investment

Mutual Fund

SIP

Insurance

Government Bond

Prime Portfolio

What Our Clients Say ?

Photo Testimonial

David Stone

Video Testimonial

Scott Sims

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