Login

Investments

Let your money work for you

Warren Buffett said, “If you don’t find a way to make money while you sleep, you will work until you die.” It’s time to let your money work for you. Investing in the securities market means committing funds upfront to earn returns over time, requiring careful analysis of each investment’s risk, income, and growth potential.

Mutual Funds

A Mutual Fund is an investment avenue that pools money from numerous investors and invests the money in stocks, bonds, money market instruments, gold and other types of securities. The money invested in Mutual Funds are managed by a professional Fund Manager who has the expertise and experience to generate better returns than an individual investor.
Ideal Investors: Conservative, Moderate and Aggressive

Why Mutual Funds?

Mutual Funds are one of the best vehicles for people who don’t have either the expertise or the time to take care of their own investments.
This investment service helps to diversify the investor’s portfolio amongst various asset classes/sectors thereby reducing the element of risk.

Direct Equity

The ownership of the company is broken into smaller units each with a specific value. These units are known as shares/equities. Investors who have time & expertise to monitor the stock market movements along with high-risk appetite can invest in these direct equities. We would provide assistance to our clients for opening a Demat & Trading a/c in reputed broking firms.
Ideal Investors: Aggressive

Why Direct Equity?

Investors with a high-risk appetite and urge to achieve greater returns that would beat inflation could opt for direct equities.

Investors have the potential of substantial growth and returns if guided by the right expertise.

Portfolio Management

Services

Portfolio Management Services (PMS) is a specialized & customized solution that offers a range of investment strategies to capitalize on the opportunities in the stock market. PMS could either be Discretionary where the fund manager takes decisions on investors' behalf or non-discretionary where the fund manager needs to take approvals from the investors on suggested investments. According to SEBI, the minimum investment amount for PMS is Rs 50 Lakhs.
Ideal Investors: Aggressive

Why PMS?

PMS is a concentrated investment portfolio that leverages large capital and professional fund managers to aim for long-term exponential returns.

All stocks within a PMS portfolio are held directly under the investor’s name.

Alternative Investment Fund

Alternative Investment Fund or AIF means any fund established or incorporated in India which is a privately pooled investment vehicle which collects funds from sophisticated investors, whether Indian or foreign, for investing it in accordance with a defined investment policy for the benefit of its investors. According to SEBI, the minimum investment amount for AIF is Rs 1 crore.
Ideal Investors: Aggressive

Why AIF?

AIF is typically a high-end product meant for both Ultra High Net-Worth Individuals (UHNIs) & High Net-Worth Individuals (HNIs).

This investment service provides a more customized portfolio. In case of AIF, the Fund Managers take a decision completely on behalf of their investor.

Direct Equity

The ownership of the company is broken into smaller units each with a specific value. These units are known as shares/equities. Investors who have time & expertise to monitor the stock market movements along with high-risk appetite can invest in these direct equities. We would provide assistance to our clients for opening a Demat & Trading a/c in reputed broking firms.
Ideal Investors: Aggressive

Why Direct Equities?

Investors with a high-risk appetite and urge to achieve greater returns that would beat inflation could opt for direct equities.

Investors have the potential of substantial growth and returns if guided by the right expertise.

Mutual Funds

A Mutual Fund is an investment avenue that pools money from numerous investors and invests the money in stocks, bonds, money market instruments, gold and other types of securities. The money invested in Mutual Funds are managed by a professional Fund Manager who has the expertise and experience to generate better returns than an individual investor.
Ideal Investors: Conservative, Moderate and Aggressive

Why Mutual Funds?

Mutual Funds are one of the best vehicles for people who don't have either the expertise or the time to take care of their own investments.

This investment service helps to diversify the investor’s portfolio amongst various asset classes/sectors thereby reducing the element of risk.

Portfolio Management

Services

Portfolio Management Services (PMS) is a specialized & customized solution that offers a range of investment strategies to capitalize on the opportunities in the stock market. PMS could either be Discretionary where the fund manager takes decisions on investors' behalf or non-discretionary where the fund manager needs to take approvals from the investors on suggested investments. According to SEBI, the minimum investment amount for PMS is Rs 50 Lakhs.
Ideal Investors: Aggressive

Why PMS?

PMS is a concentrated investment portfolio that leverages large capital and professional fund managers to aim for long-term exponential returns.

All stocks within a PMS portfolio are held directly under the investor’s name.

Alternative Investment Fund

Alternative Investment Fund or AIF means any fund established or incorporated in India which is a privately pooled investment vehicle which collects funds from sophisticated investors, whether Indian or foreign, for investing it in accordance with a defined investment policy for the benefit of its investors. According to SEBI, the minimum investment amount for AIF is Rs 1 crore.
Ideal Investors: Aggressive

Why AIF?

AIF is typically a high-end product meant for Ultra High Net-Worth Individuals (UHNIs) or High Net-Worth Individuals.

This investment service provides a more customized portfolio. In case of AIF, the Fund Managers take a decision completely on behalf of their investor.

Gold

Gold is an auspicious metal in India that holds significance in every special occasion. These include investing in Physical Gold (Bullion), Digital Gold, Gold MF and Gold ETF.
Ideal Investors: Moderate

Why Gold ?

Gold in today’s times is one of the most sought-after investments, valued as a precious metal with enduring worth.

It is also a safe-haven investment, providing a hedge against inflation and preserving financial security.

Peer to Peer Lending

Peer-to-Peer (P2P) Lending  is an alternative financing mechanism which connects individuals in need of credit with others willing to lend. P2P Lending offers only unsecured loans. As per the RBI guidelines, the maximum investment limit is Rs. 50 Lakhs across all P2P Lending platforms in India.

Why P2P Lending?

  • P2P Lending allows investors/lenders to diversify their investments by lending to multiple borrowers in small amounts.
  • Moreover, they provide attractive returns that outperform any Fixed Deposit rates.
Ideal Investors: Conservative to Moderate

Invoice Discounting

Invoice Discounting is an ingenious credit system wherein a business issues an invoice to the buyer to be paid on a fixed date in the future. Subsequently, the business sells such unpaid invoices to investors at a discounted price. The investor on the other hand receives the funds due on the date of maturity from the seller.

Why Invoice Discounting?

  • Invoice discounting provides businesses with immediate funds while allowing investors to profit from the difference in invoice amounts, creating a win-win scenario.
  • Investors gain quick returns, predictable cash flow, and portfolio diversification, with potential returns reaching up to 18% p.a. with expert guidance.
Ideal Investors: Moderate

Why Offshore Investments?

Offshore investments offer several perks. They can provide tax advantages thereby allowing you to keep more of your earnings. These investments also help in diversifying your portfolio and spreading risk across different economies. Plus, you might find higher growth potential in emerging markets.
Ideal Investors: Aggressive

Offshore Investments

Think of it as planting your money tree in a different country’s soil by investing in international markets. It is a method of placing one’s assets in the international markets. This exposes the investors to the global finance world to explore new opportunities. Moreover, the yield on such investments could be used to finance any future plans abroad be it education, buying a second home or settling down permanently.

Ready to create & grow your wealth?

Let's Talk

Quick Links

Important Links

Contact Us

Your investment portfolio is now in your pocket!

Follow Us On

Icon-facebook Icon-linkedin
Copyrights © 2014 – 2024 Finapian Services Group. All Rights Reserved.
AMFI Registered Mutual Fund Distributor