Make Smart
Investment Decision

Invest in High-yeild Bonds ranging from 4% to 14%

What we do

Bonds

Carefully curated bonds starting at Rs.10,000 with fixed return

Portfolio
Management

Balance wealth goals with expertise

Mutual Funds

Diversified, Balanced growth, Managed funds.

Private Equity

Equity capital for entrepreneurs

Equity and other securities

 Trading of listed securities

Fixed Deposit

Earn better rates than banks

Insurance

Secure Tomorrow, Today with life and general insurance

Debt Syndication

Sourcing debt capital from banks / NBFCs

Unlisted /
pre-IPO shares

Invest in top performing unlisted / pre IPO companies

Whom do we work with

NRI Desk

NRI Desk

Evolve in sync with the opportunities presented by India. Utilize our extensive knowledge of the local landscape and extensive experience in navigating Indian markets to help international clients capitalize on emerging prospects in India.

New IPO

New IPO

An Initial Public Offering (IPO) from a financially robust company presents an opportunity for the general investors to engage in its growth right from the beginning by purchasing shares and owning a small stake.

Family office

Family office

We are specialised financial management entity that provides a range of services to a wealthy family or multiple families. Our aim is to preserve, grow, and transfer wealth across generations, while also addressing various aspects of the family’s financial and personal well-being.

Start your Investment
in few steps

01

02

03

04

05

Initial Assessment and Goal Setting

Customised Investment Strategy Development

Investments Portfolio Construction

Ongoing Monitoring and Management

Communication and Reporting

01

Initial Assessment and Goal Setting

02

Customised Investment Strategy Development

03

Investments Portfolio Construction

04

Ongoing Monitoring and Management

05

Communication and Reporting

Client testimonial

Our Experts

Our Experts

Frequently Ask Questions

Firstly, to begin with, we listen to our client’s requirements, their financial goals like F.I.R.E. etc. and understand their risk appetite. Post the initial evaluation we recommend portfolio allocation strategy based on their goals and carefully select the portfolio with customized investment planning and continuous engagement.

The Capital market, where companies or governments directly issue securities (debt-based or equity-based) to raise funds, is called Primary Market. In the Primary Market, the issuer sells securities at predetermined prices. The buyers in the market can be financial institutions, corporates, mutual funds, and individuals.

The secondary market is the capital market, where securities are traded among investors (through Stock exchange). Trading can happen between Financial institutions, individual investors, or both. The issuer doesn’t participate in trading. The price of the securities in the Secondary Market is dependent on current demand and supply.

An unlisted public company is one that is not listed on any stock exchange but can have an unlimited number of shareholders to raise capital for any commercial venture.

KYC is the mandatory requirement set by SEBI to verify the customer details to prevent money laundering. This is a simple yet essential step that is to be undertaken by every investor.

Dematerialization or Demat in short is the process through which an investor’s physical share certificate gets converted to electronic format which is maintained in an account with the Depository Participant.

A depository is responsible for holding the securities of a shareholder in electronic form.

  • Is dematerialization compulsory for private companies?
    Unless the Private Company is a small company as per the definition of Companies Act 2013, it is mandatory for private Companies to issue securities in demat after 30th September 2024. Investors also need to demat their holdings if they want to transfer the secutities after 30th Sept 2024.
  • Benefits of Dematerialization?
    • Elimination of risks associated with physical certificate
    • Improving the corporate governance system
    • Preventing malpractices
    • Ease in Transfer, Pledge, etc.
    • Ease in Mergers and Consolidation of Companies
    • Loan against securities which are held in a DEMAT by offering it as a collateral to the lender
    • Paperless

Please Note:

  • Unlisted shares transactions are not executed on Sunday’s or off days wherein – Broker or DP is non-operational.
  • For all Off Market physical Transactions DIS and Annexure needs to be submitted to DP / Broker for execution before 4 PM for processing & Executing. (Execution)
  • NSDL / CDSL are non operational on all holidays. Digital or Offline share transfer is not possible.
  • Digital share transfer for NSDL using Speed-e and CDSL – Easiest can be executed latest by 8 pm on Monday – Friday and until 2 pm on Saturday in case of Inter- Depository Transfer.
  • In case of Intra- Depository Transfers via Speed-e and CDSL -Easiest can be executed latest by 9.30 pm on Monday – Friday and 4 PM on Saturday.

For CDSL Holiday Click here
For NDSL Holiday Click here

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Our Locations

Chennai

Office No.1167, 57th street, TVS COLONY Anna Nagar West Extn, Chennai 600101

Bangalore

Office No.1167, 57th street, TVS COLONY Anna Nagar West Extn, Chennai 600101

Hyderabad

Office No.1167, 57th street, TVS COLONY Anna Nagar West Extn, Chennai 600101

New Delhi

Office No.1167, 57th street, TVS COLONY Anna Nagar West Extn, Chennai 600101

Bangalore

Hyderabad

Madurai

Coimbatore

Our Locations

Mumbai

Chennai

Bangalore

Hyderabad

Madurai

Coimbatore