About Us

We are mutual fund distributors and life insurance agents with PNB MetLife in India. We are a professionally managed ,quality conscious and customer focused firm. Our strength lies in strong domain knowledge in distribution and delivery of sustainable value to clients with support from cutting edge technology platforms.

Our strategy differentiates itself by being disciplined, well-researched and profitable.
It is our belief that by providing a personalized and consistent service experience we ensure a long and fruitful relationships with our clients.
Our principles are based on trust, integrity and responsibility and hence we are always committed to exceeding the expectations of the clients.
We prefer working with our clients over multiple years rather than focusing on one-off transactions.
We are committed to providing you quality service over the long term.
Client loyalty is extremely important to us as most of our client relationships are by invitation.  "

Mutual Funds

A vehicle for investing in stocks and bonds

    A mutual fund is not an alternative investment option to stocks and bonds, rather it pools the money of several investors and invests this in stocks, bonds, money market instruments and other types of securities.
    Buying a mutual fund is like buying a small slice of a big pizza. The owner of a mutual fund unit gets a proportional share of the fund’s gains, losses, income and expenses.

Each mutual fund has a specific stated objective

    The fund’s objective is laid out in the fund's prospectus, which is the legal document that contains information about the fund, its history, its officers and its performance.

Managed by an Asset Management Company (AMC)

    The company that puts together a mutual fund is called an AMC. An AMC may have several mutual fund schemes with similar or varied investment objectives.
    The AMC hires a professional money manager, who buys and sells securities in line with the fund's stated objective.

All AMCs Regulated by SEBI, Funds governed by Board of Directors

    The Securities and Exchange Board of India (SEBI) mutual fund regulations require that the fund’s objectives are clearly spelt out in the prospectus.

In addition, every mutual fund has a board of directors that is supposed to represent the shareholders' interests, rather than the AMC’s.