We & Our Products

Founder & Managing Director

Award
Award
Award

    Mr. AMIT DATTA”

    Post Graduate in Financial
    Management and Marketing Management, has over 20 years of experience in financial
    services, including senior positions at Kotak and Tata. He has been a successful Mutual Fund
    Distributor for the past 8 years.

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    Mr. AMIT DATTA”

    Post Graduate in Financial
    Management and Marketing Management, has over 20 years of experience in financial
    services, including senior positions at Kotak and Tata. He has been a successful Mutual Fund
    Distributor     for the past 8 years.

    Objective

    Create A Valuechain Of Financial Product Distribution

    Vision

    To Enrich & Empower People Live Financially

    Products Offered

    Mutual Fund

    A mutual fund is an investment vehicle pooling money from many
    investors to invest in stocks, bonds, money market instruments, and other assets. Managed by
    professional portfolio managers, mutual funds offer diversified, professionally managed
    portfolios for long-term investment goals like retirement or education.

    Disclaimer: MUTUAL FUND IS SUBJECT TO MARKET RISKS. PLEASE READ OFFER
    DOCUMENT CAREFULLY BEFORE INVESTING.

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    Fixed Instrument

    Fixed instruments provide a predictable return over time, with
    predetermined interest rates, repayment schedules, and maturity dates. Products include Govt.
    Bonds, Certificates of Deposit, Fixed Deposits, Treasury Securities, and Fixed Annuities..

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    NPS (National Pension System)

    NPS is a voluntary, contributory retirement savings scheme
    by the Government of India, providing retirement income and encouraging systematic
    savings. Regulated by PFRDA.

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    Loan Against Mutual Fund

    Loans against mutual funds allow investors to borrow
    money by pledging their mutual fund units as collateral.

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    EXCHANGE TRADED FUNDS (ETFs)

    ETFs are investment funds traded on stock
    exchanges, offering diversified portfolios like stocks.

    Disclaimer: MUTUAL FUND IS SUBJECT TO MARKET RISKS. PLEASE READ OFFER
    DOCUMENT CAREFULLY BEFORE INVESTING.

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    PMS (Portfolio Management Services)

    PMS provides customized investment portfolio
    management for high-net-worth individuals (HNIs) by financial institutions registered with
    SEBI, offering professional management and diversification.

    Disclaimer: MUTUAL FUND IS SUBJECT TO MARKET RISKS. PLEASE READ OFFER
    DOCUMENT CAREFULLY BEFORE INVESTING.

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    AIF (Alternative Investment Fund)

    AIFs are pooled investment funds distinct from
    traditional mutual funds, regulated by SEBI.

    Disclaimer: MUTUAL FUND IS SUBJECT TO MARKET RISKS. PLEASE READ OFFER
    DOCUMENT CAREFULLY BEFORE INVESTING.

    Contact Us

    People We Work With

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