From Bonds, Equities, Mutual Funds and NPS etc.. — We are here to guide you every step of the way.
Get StartedAssistance in establishing Exempted PF Trusts and operational compliance.
Guidance on investment/corpus management as per EPFO Guidelines.
Support in filing monthly returns on the EPFO portal correctly.
Guidance in handling RPFC queries in compliance with EPF MP Act 1952 and EPF scheme.
Support in surrendering PF Trusts with EPFO and obtaining surrender certification.
provide all necessary assistance to ensure smooth and EPFO compliant trust operation.
Support in investment in corporate fixed deposits.
Primary and secondary market investments for stable returns.
Investments in RBI Bonds and Capital Gain bonds for saving long term Capital Gain.
RBI BONDS
RBI Floating Rate Savings Bonds at present offer 8.05% payable on 1st January & 1st July each year. These bonds get matured on completion of 7 years from the date of investment. The interest rate on these bonds of reset every 6 months in line with NSC rate by RBI. These bonds are not transferrable. Premature withdrawal permitted after 5-7 years for super senior & senior citizens.
54EC Bonds
As per the provisions of Income Tax 1961, investment in these bonds provide exemption on the Capital gains arising out of sale of specified Capital Asset within the specified period of 6 months. These bonds have a tenor of 5 years & offer interest rate of 5.25% at present payable annually.
Support in purchase of unlisted equity shares with opportunities providing long-term value.
Unlisted equity shares: Though unlisted shares are not available for trading through the exchanges, many stocks under pre-IPO period have provided fabulous returns to investors.
Portfolio diversification through investments in mutual funds tailored to your risk profile.
The unique feature of mutual funds remain in their structure of not retaining surplus and adding it to reserve for any future distribution. The earnings are ploughed back into the fund units/unit holders. Three decades of bull run in equities made the MF fraternity feel they are Super FDs. Increasing No. of AMCs and schemes makes the process of fund selection complex.
Mutual fund investors need to consider the following factors before investing:
While the objective of Mutual funds is to build wealth by exploring opportunities in various securities and markets, mutual fund investments are subject to market risk. The choice of investment in various plans of MFs needs prudent selection & guidance.
Health, general, travel, home, and motor insurance via our channel partners.
⏵ Bonds or Debentures are debt instruments floated by the issuer for the purpose of raising funds.
⏵ Similar to FDs, they are loan agreements between the issuer and subscriber with a specified repayment schedule as per the prospectus/information memorandum filed with regulators.
⏵ Most bonds have a fixed interest rate and maturity date.
Bonds are subject to availability and yields depend on market conditions. Many more bonds available.
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