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Our Services

Smart Investment & Insurance Solutions at Your Fingertips

Mutual Fund Services

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  • Risk-based Portfolios
  • Goal-Based Planning

Tax Saving Plans & Tax Free Plans

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  • Risk-based Portfolios
  • Goal-Based Planning

Health Insurance

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  • Critical Illness Cover
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Monthly Income Plans

  • Guaranteed Return Plans
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  • Hybrid Mutual Funds

Pension Schemes

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  • Retirement Mutual Funds
  • Annuity-based Payouts

Tax Return Filing

  • Individual ITR Filing
  • Business Tax Support
  • Form 16/26AS Assistance

Shares & Demat Services

  • Account Opening
  • Trading Guidance
  • Portfolio Management

ULIPs & Guaranteed Plans

  • Long-term Wealth Creation
  • Market-linked Returns
  • Life Cover Benefits

Vehicle Insurance

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  • Third-Party & Comprehensive
  • Instant Claim Support

Child Education Plans

  • Goal-based Savings
  • Long-Term Growth
  • Flexible Pay Options

Company Fixed Deposits

  • High Interest Returns
  • Safe Corporate FDs
  • Flexible Tenure Options

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