MUTUAL FUNDS
Mutual Funds are considered as one of the best available investment options as they are cost-efficient, professionally managed, and easy to invest. Mutual Fund investments are ideal for those who want to grow their wealth over a longer period of time, avail of tax benefits and enjoy tax-free returns on such long-term investments. Investment in Mutual Funds can be done in two ways: either Lump Sum (one time) or through Systematic Investment Plan (SIP).
FIXED DEPOSITS
Corporate Fixed Deposits are investment options suitable for investors who desire fixed returns over a period of time. These fixed deposits are offered by companies/corporate.
BONDS
Bond refers to a security issued by a Company, Financial Institution or Government, which offers regular or fixed payment of interest in return for borrowed money for a certain period of time.
PMS
A professional service which is often opted by wealthy investors who want exposure to a variety of asset classes and who understand that investment in the market, requires time, knowledge, and constant monitoring. It also needs strong research and solid experience to make the right decision. It’s imperative, that one needs to hit the right timing of the investment. Investors can opt for discretionary services for the investments to be managed by the portfolio managers or they can go for customized tailor made non-discretionary service as per requirement
AIF
An alternative investment is an asset that is not one of the conventional investment types, such as stocks, bonds and cash. … Alternative investments include private equity, hedge funds, managed futures, real estate, commodities and derivatives contracts.
REAL ESTATE
WEALTHVERSE is a full services provider of Real Estate services offering Real estate solutions across its Residential, Commercial and Retail space. We aim to give unparalleled service, and unbiased advice in helping you make Real Estate investment decisions. Real Estate Investment Trusts, or REITs, are similar to mutual funds or ETFs. But instead of owning a basket of stocks, the REIT owns a portfolio of commercial or residential properties or mortgages. Investors can buy shares of a REIT much as they would in a company or mutual fund.
DERIVATIVES
Derivatives have emerged as one of the popular segments in financial markets. Nowadays it is options trading that dominates the overall volumes. It is therefore imperative that one understands this segment well, not only for trading but for hedging as well. Hence AnandRathi does cater to the trading fraternity with ideas generated by our Technical & Derivative teams, who are experts in designing strategies that suit various kinds of client categories
EQUITY
The Value Picks & Investment Ideas (Recommended Stock Basket) identified by the Fundamental Research Team are packaged and communicated to our clients depending upon their profile by our Equity Sales & Advisory Team.
LOANS
Home Loans
Loan against property
Loan against securities
INSURANCE
Life Insurance
General Insurance
Health Insurance
