The Most Trusted Stock Market Service Providers

Get High Quality Personalised Service in Trading and Investment

STOCK RESEARCH AND TRADING TIPS

All research sent is as per investors nature, and is presented as a complete package to diversify systematic and unsystematic risks, and to gain healthy profits via proper risk management.

  • Long term stocks.
  • Monthly calls.
  • Weekly buys.
  • Intraday trades.
  • Derivative calls (Future & Options)
All research services offered are via Kotak Securities platform.

Portfolio Management Service (PMS)

Portfolio Management Services (PMS), service offered by the Portfolio Manager, is an investment portfolio in stocks, fixed income, debt, cash, structured products and other individual securities, managed by a professional money manager that can potentially be tailored to meet specific investment objectives.

  • Various Portfolio Management Schemes(PMS) in the industry with their past performance
  • Risk Adjusted Return return and consistency of performance
  • ESOPs 
  • Management Fees comparison

MUTUAL FUNDS

Analysing one’s goal, time frame, and risk tolerance to select apt fund.

Considering ample diversification of stocks, and tallying it with the economy overall.

Equity Funds/ Debt Funds/ Hybrid Funds/ Tax saving ELSS

Domestic Funds/ International Funds/ Index Funds

 

 

 

 

CURRENCY & COMMODITY

An excellent option of portfolio diversification to the investors

Trading in gold, silver, crude oil,other metals and select agricultural commodities such as grains, pulses, spices, oil and oil seeds. Relevant technical reports, trading calls and detailed market outlook is provided on a daily basis.

With a proper analysis of Global and Domestic market, our research desk provides relevant forex notes, insightful currency reports and customized strategies for investors.

FIXED INCOME

Best research service for Risk averse investors. Get world class instruments as per your objective and time frame.

Exchange Traded Funds (ETFs)

Debt Mutual Funds/ Liquid Funds

Bonds/ Debentures

Bank FD’s/ Corporate FD’s

INSURANCE

Secure yourself and your family with our top quality research in products available in market.

Term plans (Get maximum cover with least premium)

Endowment Plans (Investment cum insurance)

ULIP Plans (Unit Linked Insurance product)

Health insurance

Motor/ vehicle insurance

TAX SAVING

All Investments under section 80C. Invest in highest return offering schemes with simultaneous tax saving.

ELSS (Equity Linked Saving schemes)

ULIP/ Endowment/ Term Plans

Health Insurance

Bank FD’s

Tax saving on Dividend Income

TAX FILING

Individual Tax/ Return Filing

Business Tax Filing

GST Filing

loans

Personal Loan

Home Loan

Loan against Property

Auto Loan

Business/ SME Loan

Jewel Loan

Loan against Security

Lease Rental Discounting