Equities

Long-Term Wealth Creation

Equities as an asset class provide you the dual advantage of protecting your wealth from inflation along with enhancing your purchasing power. The key to successful equity investments lies in investing with a long-term perspective and keeping away from day-to-day uncertainties. Historical Data proves that equity as an asset class has performed better than any other asset class over the years.

How your Rs.100 would have grown in asset classes over the years

  • Trade & invest in Cash & Margin products, ETF’s and Stock SIP’s across BSE, NSE & MSEI
  • Multiple trading options: Desktop, Web, Mobile, Call & Trade Desk and Dedicated Advisors*
  • All platforms integrated with LIVE market feeds, advanced tools and MOSL research & advice
  • Customized investment strategies & actionable advice across time horizons & risk profiles
  • Portfolio Restructuring based on risk profile with model portfolios and benchmark comparisons
  • 29 years of wealth creation experience driven by the philosophy of Solid Research, Solid Advice
  • Best Performing Equity Broker (National) by CNBC TV18 Financial Advisor Awards, 4 years in a row

Derivatives

Take The Benefits Of Equity One Step Further

Derivatives do away with the need to invest a large amount of capital upfront and allowing you to benefit from market movements. This gives you greater liquidity than most other assets. They are an excellent avenue to help you leverage on anticipated market movements and an effective tool to hedge your risks, speculate and earn returns in a relatively shorter duration.
  • Option to trade in Futures and Options across NSE and BSE
  • Future Plus, an excellent leverage product for intraday traders with limited margin
  • Multiple trading options: Desktop, Web, Mobile, Call & Trade and Dedicated Advisors*
  • Dedicated technical research desk providing insightful daily & monthly reports
  • Customized actionable strategies as per risk profiles and time horizons
  • Exclusive in-house tools designed for faster decision making & single click execution
  • Flexible brokerage plans and advance brokerage schemes based on your trading profile

Commodities

Diversify Your Portfolio For Minimizing Risks

Commodity trading brings a basket full of diverse avenues for investment, away from the traditional avenues of equity, bonds and real estate. Based on the historical data, adding commodities exposure to your existing portfolio helps you increase the returns while lowering the risk. Commodities have very little or negative correlation with other asset classes
  • Option to trade across Bullion, Base Metals, Energy, Agro and other commodities
  • Customized offerings for Investors, Traders, Hedgers, Speculators or Arbitrageurs
  • Availability of structured products, inter-commodity spreads etc
  • Value Plus, an excellent leverage product for intraday traders with limited margin
  • Alternative investments like E-Gold, E-Silver with DEMAT options
  • Multiple trading options: Desktop, Web, Mobile, Call & Trade and Dedicated Advisors(1)
  • Specialized Research desk providing customized strategies, insightful reports and market updates

Currencies

World’s Largest Market - Driven By Fundamentals

A market that attracts about $5.2 trillion in daily volume, recognized as world’s largest market, accessible globally 24 hours a day – that is exactly what the Currency market is made up of! The advantage of small margin requirements and lower entry barriers makes it an important part of a retail investor’s portfolio. What’s more, you can trade in currencies through your existing equity account.
  • Trade in Futures, Options and Inter-currencies across NSE-CD, MCXSX-CD & BSE-CD
  • Option to utilize your margins and collaterals across Equity, F&O, Currency segments
  • Multiple trading options: Desktop, Web, Mobile, Call & Trade and Dedicated Advisors*
  • Specialized Research desk providing customized strategies, insightful reports and market updates
  • Dedicated local & central advisory desks to suggest timely investment strategies as per your needs

Mutual Funds

Convenient Way Into The Stock Markets

Mutual funds are ideal for investors who want to invest in various kinds of schemes with different investment objectives but do not have sufficient time and expertise to pick winning stocks. Mutual funds give you the advantage of professional management, lower transaction costs, and diversification, liquidity and tax benefits
  • Option to invest in 9,000+ schemes across 37 AMC’s
  • Investment options across Equity, Debt, Balanced, Tax Saving funds
  • Lump sum, SIP, STP and SWP facility to help you manage your investments wisely
  • Multiple ways to invest: Desktop, Web, Mobile, Call & Trade and Dedicated Advisors*
  • Dedicated relationship managers to provide timely recommendations
  • Online tracking tools with in-built portfolio restructuring recommendations
  • Model portfolios based on risk profile with benchmark comparisons, research views etc

Portfolio Management Services

Premium Investment Vehicle With Range Of Investment Options

Portfolio Management Service offers professional management of your investments with an aim to deliver consistent returns. It relieves you from all monitoring hassles with benefits like regular reviews, strong risk management flexibility and makes it an ideal investment avenue for high net worth investors
  • India’s leading PMS service providers, with approx Rs. 1,300 Cr. of Assets Under Management
  • More than 4,300 active accounts and client base spanning across 138 different cities
  • Various themes like large cap, small & mid cap, flexi cap etc. to suit varied investment needs
  • Value PMS, our flagship product has consistently outperformed its benchmark over 10 years and is quarterly rated by Morningstar, an internationally reputed agency

IPOs

Participate Early In Growth Stories

The primary market provides investor’s opportunities to buy shares at a reasonable price prior to its listing price. Additionally retail investors also enjoy discounted rates while applying for IPO’s. Holding on to the shares also provide an opportunity to participate in the future success of these companies
  • Advantage of either applying for IPOs through online platforms as well as offline
  • IPO recommendations for select offers provided by our advisory team
  • Secure investing through a single login across devices Desktop, Mobile or Web

Insurance

Risk & Financial Protection

Our family is our priority and we all want to see them happy, safe, protected and cushioned for any eventuality. Insurance is all about risk and financial protection. Bearing a financial loss alone can be major drain on your resources, insurance helps you circumvent that. It is an essential tool to save you from potential losses faced from unexpected instances
  • Wide range of Life & General insurance products
  • Comprehensive coverage recommendations based on specific needs
  • Tie-ups with multiple Life & General insurance companies
  • Online Tracking feature to help you get all your financial investments under one roof

Fixed Income

Regular Income For Low Risk Appetite Investors

Debt products are low risk and reasonably safe and consistent investment options. It’s a preferred option for investors seeking fixed regular income with liquidity
  • Wide range of products from Company Fixed Deposits, Bonds, NCDs etc
  • Flexibility to choose your investment amount, tenure, interest payment and maturity periods
  • Dedicated Research and Advisory desk for customized recommendations
  • Online Tracking feature to help you get all your financial investments under one roof
  • Regular updates via email on new products and recommendations