Having an adequate product basket across different assets classes, risk profiles and by different companies is very crucial to offer holistic, unbiased and need-based structured solutions or strategies to clients. We pride ourselves in providing our clients with a single point, unrestricted access to a rich basket of growing financial & non-financial products.
Alternative Investment Funds (AIFs)
AIFs (SEBI regulated) are complex products which offers unique investment targets and techniques, great diversification options, and a huge potential to generate alpha returns.
AIFs, or alternative investment funds, are privately pooled investment vehicles that make bets on derivatives, real estate, commodities, hedge funds, private equity, and other alternative asset classes. Due to the significantly larger investment amount in AIFs, HNIs (high net-worth individuals) and institutions typically make these kinds of investments.
AIFs are usually closed ended products that have an investment horizon of 6-8 years. The complex nature of these funds requires institutional research, deeper understanding of philosophy of the fund and its investment goals, investment and exit strategy, risk assessment and ensuring alignment of fund goals with investors requirements of return, risk and liquidity.
WealthGanit has access to a number of AIFs and is well positioned to advise on most suitable investment vehicle for our clients.
Reach out to us to initiate or further augment your mutual fund portfolio…
Having an adequate product basket across different assets classes, risk profiles and by different companies is very crucial to offer holistic, unbiased and need-based structured solutions or strategies to clients. We pride ourselves in providing our clients with a single point, unrestricted access to a rich basket of growing financial & non-financial products.
Mutual Fund
Investment in mutual funds is extremely easy, but the difficulty is in choosing the scheme which suits an individual / family’s investment objective, time horizon, return targets and risk profile. We make this easy with our constant research of various mutual funds and aligning it with specific needs of our clients.
Our proprietary tools are constantly monitoring performances of global and Indian capital markets, analysing specific sectoral long- and short-term trends, carrying due diligence of major fund houses and comparing performances of various mutual funds for specific periods.
We have all the mutual fund schemes on offer by virtually all the Asset Management Companies (AMCs) in the country. As a client, you can access any scheme with us, either in physical or demat /stock-exchange mode with Trading Account services.
Mutual fund is a mechanism to pool the money from investors who wish to save and invest into securities through professional management in accordance to achieve financial goals. The money thus collected is invested in capital market instruments such as shares, debentures, and other securities.
The income earned through these investments is shared by its unit holders in proportion to the number of units owned by them. Thus, a Mutual Fund is the most suitable investment for the common man as it offers an opportunity to invest in a diversified, professionally managed basket of securities at a relatively low cost.
Basically, there are three major types of MF's
Reach out to us to initiate or further augment your mutual fund portfolio…
Direct Equity, Options and Futures
We also offer our clients with Trading Account & Demat Account (TADA) services through one of the India's leading & highly reputed distribution houses. With the same you will have easy access to capital market products of direct equity stocks, options and futures
Contact us to get your demat account now…
Fixed Income Products
We also offer clients with diverse fixed income products, namely Non-Convertible Debentures (NCDs), Infrastructure and RBI Bonds, Company Deposits, etc. from some of the leading companies, institutions in India.
- Corporate Bonds
- Certificate of Deposits
- Treasury Bonds
Portfolio Management Services (PMS)
We offer Portfolio Management Services (PMS) strategies with direct equity and mutual funds as the underlying products from the leading PMS providers in India. Some of our PMS strategies are exclusive in the market which can only be subscribed through us.
Our proprietary tool constantly analyses various available PMS schemes based on their investment strategy, underlying portfolio of stocks and sectors, performance against benchmark and peers, portfolio actions, and most importantly overlap of stocks within various offerings to ensure appropriate portfolio diversification.
We are among very few PMS distributors certified by NISM and registered with APMI.
Loan Against Securities
A loan against securities is a valuable financial instrument that allows individuals and businesses to unlock the value of their investments without liquidating them. This method provides quick access to funds, often at lower interest rates, while enabling borrowers to maintain their investment portfolios. Loans Against Securities helps you get loan against shares, mutual funds, insurance policies, National Savings Certificates (NSC), Kisan Vikas Patra, etc.
No need to hamper your wealth building process and redeem your investments, instead avail loan against your investments. This products helps in avoiding huge tax implications for untimely liquidation and sub-optimal liquidation price due to timing pressure.
Don’t liquidate your precious investments to meet your financial requirements, contact us for a better solution…
Insurance
Experience quality risk advisory and management services with our insurance solutions. We offer the best of risk management advisory available in insurance.
- Life Insurance
- Health Insurance
- Car Insurance