Investment Nuggets

Explore our 360o financial services

Our approach to the client investment needs is based on thorough understanding of the goals and objectives, risk taking ability, analysis of cash flow requirement. The recommendation is based on the asset allocation that is appropriately worked out , the product selection is based on the investment rating models that are proprietary and created using various parameters that are tested over time.

Fund Monitor & information

Over 100+ satisfied families

We have been serving over 100+ satisfied families since 2003.

Asset Allocation approach

We dynamically manage asset allocation across asset classes based on the risk profile of the client and based on the market condition.

Client oriented solutions

We Provide investment solution to suit every need and objective of the client.

Save Tax Smartly Through 'ELSS'

ELSS is a short form for ‘Equity Linked Saving Scheme’ wherein your investment upto Rs. 150000 (in each financial year) is eligible for tax rebate under 80 CC.

ELSS Scheme One Time Investment Made on 28th March 2013 (Rs.) Value as on 12th December 2016 (Rs.) Annualised CAGR % Action
Reliance Tax Saver Fund 1,50,000.00 3,37,263.64 24.39 Buy
Axis Long Term Equity Fund 1,50,000.00 3,26,084.19 23.27 Buy
Birla Sunlife Tax Plan 1,50,000.00 3,06,954.55 21.27 Buy
ICICI Prudential Long Term Equity 1,50,000.00 2,94,835.79 19.97 Buy
Franklin India Taxshield 1,50,000.00 2,89,582.26 19.39 Buy

Expand your fortune with your

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Experience the ease of Tracking & Updating your investments

on your Smartphone and small devices everywhere you go.

Contact Us

1465, Ist Floor, South end, B main,

9th Block, Jayanagar, Bangalore

Karnataka 560069

Contact : +91-9845451274

E-mail :

ARN:27305    |    EUIN:E024642

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