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Mutual fund

A mutual fund is a company that pools money from many investors and invests the money in securities such as stocks, bonds, and short-term debt. The combined holdings of the mutual fund are known as its portfolio. 

Life Insurance

Life insurance is an irreplaceable part of a sound financial plan. It helps in securing your family’s financial future in case of an unfortunate event like your untimely death. It also provides you with a financial backup in case of an accident or any other event which may cause temporary or permanent disability and therefore loss of income.

General Insurance

Leaving with family for a weekend getaway? Just think of all the assets you possess like your home, car, jewellery and other valuables. What if you lose all of it due to some fire, theft or a natural calamity? It would be all gone even before you might think about saving it.

Portfolio Management service (PMS)

As people or organizations wind up more richer, they prefer to have customized investment services for them. For this, some pick Portfolio Management Services or PMS. These are the substances enrolled with the SEBI showcase controller, and offer administrations to meet explicit budgetary arranging of the customers who have very high potential to contribute, say least of Rs 50 lakh. PMS have value or obligation alternatives. The specialist co-ops have diverse model portfolios, these models characterize the kinds of stocks in which the cash would be contributed.

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