About Us

Multi-disciplinary:

Offering investment advisory solutions in Bonds, Equities, Derivatives, Commodities, Mutual Funds, Life Insurance, General & Medical Insurance and Real Estate. Tax Planning is our USP.

Large client base:

Cover retail clients across various cities & HNI clients including NRIs, Co-operative Banks and Corporates.

Multi Location:

Servicing capabilities spread across Nagpur, Wardha, Chandrapur and Amravati.

Growing Team:

10 plus members, comprising Chartered Accountants, Ex-bankers, MBAs and Graduates.

Expert Solutions for below mentioned Product & Services:

Equities & Commodities

Derivatives

Mutual Funds

Life Insurance

Medical Insurance

Tax Planning

Real Estate

Corporate Bonds & Deposits

Mutual Funds

The Definition

A mutual fund is nothing more than a collection of stocks and/or bonds. You can think of a mutual fund as a company that brings together a group of people and invests their money in stocks, bonds, and other securities. Each investor owns shares, which represent a portion of the holdings of the fund.

You can make money from a mutual fund in three ways:

1) Income is earned from dividends on stocks and interest on bonds. A fund pays out nearly all of the income it receives over the year to fund owners in the form of a distribution.

2) If the fund sells securities that have increased in price, the fund has a capital gain. Most funds also pass on these gains to investors in a distribution.a

3) If fund holdings increase in price but are not sold by the fund manager, the fund's shares increase in price. You can then sell your mutual fund shares for a profit.

Funds will also usually give you a choice either to receive a check for distributions or to reinvest the earnings and get more shares.