Financial Services

A broad term that refers to services provided by the finance industry, including banking, investment, and insurance.

Investment Planning

The process of identifying financial goals and creating a strategy to invest your assets in a way that helps you achieve those goals.

Retirement Planning

The process of planning and managing finances to ensure financial security in retirement.

Portfolio Management Services (PMS)

A specialized service that offers professional management of investments in equity, fixed income, and other securities.

Mutual Funds

Mutual funds are managed by professional portfolio managers who allocate the fund’s investments and attempt to produce capital gains for the investors.

Life Insurance

The primary purpose is to provide financial protection to surviving dependents.

General Insurance

This insurance provides payment depending on the loss from a particular financial event.

Health Insurance

Health insurance can reimburse the insured for expenses incurred from illness or injury, or pay the care provider directly.

Personal Accident Insurance

Insurance designed to provide financial compensation in the event of bodily injuries, disability, or death caused solely by violent, accidental, external, and visible events. It is supplementary to life and health insurance.