Services

What We offer:
We offer a whole gamut of financial services:

  • Equity broking NSE/BSE (Group Co.).
  • Currency and FNO broking on NSE (Group Co).
  • Investment / Financial Planning.
  • Wealth Management.
  • Mutual Fund Distribution.

 

Equity, Currency & FNO Broking : We offer execution of trades on Equity, FNO, Current and IRF on NSE platform through our group company, Sapphire Wealth Management Services, which is SEBI Regd. and member of NSE. We offer offline, online and mobile trading platforms. Robust systems, timely releasing payouts, daily updates, competitive brokerages, personalized services wherein each client has a relationship manager – are some of our strengths. Professional service with personal touch is our motto.

Investment / Financial Planning: To achieve one’s financial goal in life, be it children education, marriage or retirement, it needs proper understanding and planning and execution. We help investors to understand the importance of financial planning and achieve the desired goals through a disciplined and regular habit of savings and investments.

Wealth Management: It is an art to manage one’s wealth through a judicious mix of various asset classes, such as real estate, gold, bonds, equities etc., to achieve one’s financial independence, safety and security. We offer wealth management through financial fields wherein a client has access to virtually all financial products under one roof, be it:

  • Equities
  • Derivatives
  • Bonds
  • IPO
  • PMS
  • Margin
  • MF investments

 

Mutual Fund Distribution: We are AMFI certified IFA and are empanelled with all leading mutual fund houses. Mutual Funds provide the best form of investments and wealth formation and it suits all class of investors. Mutual Funds offer investment in Liquid Funds, Short Term Bond Funds, Long Term Bond Funds, Gilt Funds, Balanced Funds, Equity Funds, Tax Planning Funds, Sectoral Funds, etc. In short, it has all options to suit any type of investor need.

How we approach MF investment:
The entire exercise is done in 3 stages.

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