Our Services
Direct Equity Equity trading involves buying and selling shares or stocks of companies listed on the stock market. This investment approach allows investors to own a portion of a company and benefit from its growth and profits. Equity trading is conducted on stock exchanges and can be undertaken by individual investors or institutions like hedge funds and mutual funds. However, trading in equities carries risks, making it essential for investors to understand the market and align their trades with their investment goals. Margin Trade Finance (MTF) Have you ever missed a lucrative trading opportunity due to insufficient funds? Margin Trading Facility (MTF), also known as “Pay Later,” can help address this issue. MTF enables you to purchase stocks by paying only a fraction of the transaction value upfront. The remaining amount is funded by the broker. With MTF, you can enhance your buying power by up to four times, ensuring you don’t miss out on valuable opportunities. Portfolio Management Services (PMS) Portfolio Management Services (PMS) offer professional financial expertise where skilled portfolio managers, supported by research teams, handle your equity portfolio. While many investors maintain equity holdings in their Demat accounts, managing these investments effectively can be challenging. PMS employs a systematic approach to maximize returns while minimizing risks. It allows you to make informed decisions based on extensive research and data, helping you navigate market fluctuations effortlessly. Alternative Investment Funds (AIF) Alternative Investment Funds (AIFs) are privately pooled investment vehicles that allocate capital to alternative asset classes such as private equity, venture capital, hedge funds, real estate, commodities, and derivatives. AIFs typically attract high-net-worth individuals (HNIs) and institutions due to their substantial investment thresholds. Category I AIF: Invests in start-ups, early-stage ventures, social ventures, SMEs, or infrastructure, targeting sectors deemed socially or economically beneficial by regulators or the government. Category II AIF: Comprises funds that do not fit into Categories I or III. These AIFs avoid leverage or debt, except for covering operational expenses. Category III AIF: Employs complex trading strategies, often utilizing leverage or debt, to invest in listed or unlisted derivatives. Private Equity Private equity involves investing in privately held companies in exchange for an ownership stake. Unlike public companies, whose shares are traded on stock exchanges, private equity investments target companies that are not publicly listed. This form of investment often supports businesses at various growth stages, offering unique opportunities for investors. Structured Investments Structured investments are customized financial instruments designed to achieve specific investment objectives or market views. They combine a debt security, such as a bond, with derivative instruments linked to a reference asset, such as an index, ETF, or stock. Structured investments are typically used to manage risks or enhance income and return potential within a portfolio. Mutual Funds A mutual fund pools money from multiple investors who share a common investment objective. Managed by professional fund managers, the fund invests in equities, bonds, money market instruments, and other securities. The income or gains generated are distributed among investors proportionally, after deducting expenses and levies. The Net Asset Value (NAV) represents the scheme’s value. Mutual funds provide an accessible way for investors to diversify their portfolios. Unlisted Stocks Unlisted stocks allow investors to own shares in companies that are not listed on formal stock exchanges. These investments often involve smaller or emerging companies that either do not meet listing requirements or prefer to avoid public regulatory obligations. Unlisted stocks offer unique and potentially high-reward opportunities. Fixed Income Fixed-income securities provide investors with regular interest or dividend payments until maturity, at which point the principal is returned. Common examples include government and corporate bonds. Unlike equities, which may offer no income or variable payouts, fixed-income payments are predetermined and remain constant throughout the term. Investors can also access fixed-income ETFs and mutual funds to diversify their portfolios.