The Arsenal

Investment products, matched to you.

From mutual funds to insurance, we help you build the right mix for your requirements, stage of life and financial goals.

The Full Range

All the top investment options, under one roof

We offer a wide range of investment products and recommend the mix that matches your requirements, your stage of life and your financial goals. We cover the top ten investment products in India, but suggest only those that suit you.

The decision is always yours: our job is to help you make an informed one, not to push high-return products.

Find what suits you
01 / 08  ·  Foundation

Mutual Funds

Professional management, diversification and tax efficiency — in one regulated product.

Professional management, diversification and tax efficiency are the pillars of a sound portfolio, and mutual funds deliver all three. They suit a wide range of goals and operate under strict regulatory and compliance standards, which is why we treat them as a core part of almost every portfolio.

Every scheme we recommend comes out of our research process, which reviews 800 schemes across 39 AMCs and 35 categories.

Suited for

  • Families
  • Professionals
  • Firms / Businesses
  • Trusts
Ask about mutual funds
Mutual Funds: simple, disciplined investing through carefully selected fundsFoundation
02 / 08  ·  Ownership

Equity Investments

Direct stock investing, with every stock carefully cherry-picked.

Equity can offer strong returns when timed well. We select stocks with care to give our clients an edge — buying quality businesses rather than chasing the crowd.

“It’s far better to buy a wonderful company at a fair price, than to buy a fair company at a wonderful price.”— Warren Buffett

Suited for

  • Families
  • Professionals
  • Firms / Businesses
Ask about equity investments
Equity Investments: carefully chosen stocks for long-term wealth creationOwnership
03 / 08  ·  Fixed Income

Debt Investments

Predictable, capital-protecting and often overlooked.

Debt is known for predictability and protection of capital. We believe it should be actively managed, and with bank fixed deposit rates at historic lows, it is worth looking at other options — always with safety as the first priority.

Suited for

  • Families
  • Professionals
  • Firms / Businesses
  • Trusts
Ask about debt investments
Debt Investments: steady, predictable returns with capital protectionFixed Income
04 / 08  ·  Equity

Portfolio Management Services (PMS)

A personalised, professionally managed service for high net worth individuals.

PMS is built for high net worth individuals seeking wealth creation. Its concentrated strategies are not tied to market indices, which allows the potential for higher returns whichever way the market moves.

The risk profile can be aggressive, so it is best suited to investors who understand and are comfortable with that.

Suited for

  • Families
  • Professionals
  • Firms / Businesses
Ask about portfolio management services
Portfolio Management Services: professionally managed concentrated equity portfoliosEquity
05 / 08  ·  For experienced investors

Structured Products

Pre-packaged, market-linked investments built on derivatives.

Structured products are pre-packaged investments linked to the market, built using derivatives tied to a single security or a basket of assets. Some offer principal protection if held to maturity.

Suited for

  • Families
  • Professionals
  • Firms / Businesses
Ask about structured products
Structured Products: market-linked investments with optional principal protectionExperienced investors
06 / 08  ·  For experienced investors

Alternative Investments

SEBI-regulated Alternative Investment Funds (AIFs).

SEBI introduced Alternative Investment Funds (AIFs) as a newer category of pooled investment vehicle. These funds pool money to invest in areas such as real estate, private equity and hedge funds.

Suited for

  • Families
  • Professionals
  • Firms / Businesses
Ask about alternative investments
Alternative Investments: SEBI-regulated Alternative Investment FundsExperienced investors
07 / 08  ·  Security

Life Insurance

The right cover, worked out around your family’s actual needs.

Many families hold insurance but have not planned for what they will actually need. We help determine the right amount of cover to secure your loved ones’ future and protect their lifestyle.

Policies can also double as a savings tool, and we use detailed forecasting to match each client’s needs.

Suited for

  • Families
  • Professionals
Ask about life insurance
Life Insurance: cover that protects your family's futureSecurity
08 / 08  ·  Wellbeing

Health Insurance

A financial safeguard against the rising cost of healthcare.

Health insurance provides financial support during medical emergencies. With healthcare costs and the prevalence of disease rising in India, it has become an essential part of protecting your savings.

Suited for

  • Families
  • Professionals
Ask about health insurance
Health Insurance: medical protection that safeguards your savingsWellbeing
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Not sure which is right for you?

Tell us about your goals and we will recommend a suitable mix. Our team responds within 2 business days.

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