Stock selection process is done through scientific approach of factor based / smart beta principles.

Pre-IPO Stocks equity shares or available over the counter and not listed in the stock exchange.

Pre-IPO Stocks space has a large yet untapped potential for profits. With the growth in retail participation in the markets, there are increasing enquiries for unlisted equity investments.

These Pre-IPO Stocks companies often enjoy a healthy growth rate and have industry-leading future prospects. These unlisted shares, especially at the pre-IPO stage, provide an excellent investment opportunity mainly focusing on long-term wealth creation. The listing gains can be impressive for the IPO of unlisted companies. Sometimes, investors can get the company shares before the IPO from its promoters or employees. If the right investment is made at the right time, they can earn huge returns with a successful IPO.

Equity mutual Funds are recommended with factor space / Smart Beta principles.

Furthermore, Equity Funds can also be divided as per Market Capitalisation, i.e. how much the capital market values an entire company’s equity. There can be Large Cap, Mid Cap, Small or Micro Cap Funds. Also there can be a further classification as Diversified or Sectoral / Thematic. In the former, the scheme invests in stocks

These are fixed income instrument invested in a highly rated commercial papers for certificate of deposits through mutual fund.

Portfolio Management Services (PMS) are become popular investment avenues among high net worth individuals (HNIs) looking for sophisticated investment options.

The minimum ticket size for investing in a PMS scheme is Rs 50 lakh PMS can be in large cap, Mid cap and small cap PMS.

PMS are more personalized portfolio management services with both having their own benefits and limitations.

Debt Alternative Investment Funds AIF differ from regular conventional investments (asset classes) then debt mutual fund like stocks, debt securities etc. Debt AIF are availables on private credit space, real estate space, commercial real estate warehousing space.

Minimum ticket size 1 crore

Alternative Investment Funds (AIF) pool money from sophisticated private investors. Funds collected are invested according to the investment policy of the AIF. Securities and Exchange Board of India’s mutual fund regulations doesn’t govern AIFs. However, AIF in India has its regulation, Regulation 2 (1) (b) of the Regulation Act, 2012 of SEBI. An AIF in India can be established as a company, Limited Liability Partnership (LLP), corporate body, or trust.

AIFs invest in investments that are not traditional (for example, equities or fixed income). Securities and Exchange Board of India classifies AIFs under three broad categories. Namely, Category I AIF, Category II  AIF and Category III AIF. Each of the categories has different investments as per the broad definition of the category. Some of them are private equity, venture capital, hedge fund, and angel fund etc.

Minimum ticket size 1 crore

Globally, financial centres are locations with an agglomeration of participants in banking, asset management, insurance and financial markets with venues and supporting services for these activities. The world has witnessed the transformation of New York, London, Singapore, Hong Kong and Tokyo as 'Global Financial Centres'. Recently, there has been a spurt of newer financial centres in Dubai, Malaysia, Kazakhstan and few other countries.

The Government of India (‘GOI’) operationalized India’s first International Financial Services Centre (IFSC) in Gujarat at GIFT City in April 2015. With the launch of the IFSC at GIFT City, the GOI had taken the first step to bring financial services transactions which are relatable to India, back to India. Approved by Government of India as an IFSC at GIFT City, the IFSC reinforces India’s strategic position as a global hub for financial services.

As the name suggests, a Corporate Fixed Deposit is an FD scheme offered by corporates. RBI has licensed select Non-Banking Financial Companies (NBFCs) to take deposits from the general public.

Just like regular FDs, Corporate FDs are also conservative investment options. The company may use your fund for its expansion activities or for lending to its borrowers, but the interest rate is fixed and not dependent on how the company performs in the stock market.

A bond is a fixed-income instrument that represents a loan made by an investor to a borrower (typically corporate or governmental). A bond could be thought of as an I.O.U. between the lender and borrower that includes the details of the loan and its payments. Bonds are used by companies, municipalities, states, and Sovereign governments to finance projects and operations. Owners of bonds are Debt holders, or creditors, of the issuer.

Bond details include the end date when the principal of the loan is due to be paid to the bond owner and usually include the terms for variable or fixed interest payments made by the borrower.

Real estate investment trusts are historically one of the best-performing asset classes. These REITS are tradable in the market with High Yield Coupons.

The dramatic events of recent years have caused impressive swings in the offshore investment markets. These rather disparate forces have often obscured the long-term trend of an increasingly diverse and large offshore investment market. Indeed, the first wave driven by the pandemic caused a surge into traditional booking centers and safe-haven currencies that benefited European offshore wealth managers, but the recovery has moved momentum back towards growth booking centers, with Asia-Pacific receiving the most growth.

In 2020, all the major offshore booking centers recorded substantial growth. The slow claw-back out of the pandemic in 2021, by contrast, saw non-resident investors pull back and less in the way of capital growth.

SGBs are government securities denominated in grams of gold. They are substitutes for holding physical gold. Investors have to pay the issue price in cash and the bonds will be redeemed in cash on maturity. The Bond is issued by Reserve Bank on behalf of Government of India.

54EC Capital Gain Bonds are a type of financial instrument issued by specified institutions in India. These bonds provide a tax-saving option for those who have incurred long-term capital gains from the sale / transfer of long-term capital assets being land, building or both.