Equity
Our equity offering takes benefit of award-winning research, technological capability and user-experience of ICICI Direct, while layering it with our disciplined approach to stock investing and trading. Our offering includes,
- Direct Stocks/Shares
- Premium Portfolios
- Margin Trading
- Derivatives (F&O) – stocks, forex, commodity
- Mutual funds and ETFs
- IPOs
- PMS
- AIF
- NPS – Tier I & 2
Fixed Income
Our fixed income offering takes a contemporary approach, extending beyond the traditional bank deposits/saving instruments, giving you opportunities to make your money work harder at comparable risk levels. Our offering includes,
- Government of India (GOI) Bonds
- Corporate Fixed Deposits
- PSU/Corporate Bonds – Primary/Secondary markets
- Debt Mutual Funds
- Invoice Discounting
- Lease Financing
- Venture Debt Financing
Loans
In collaboration with ICICI and other partners, we offer loans for every individual need, ensuring you have the financial help to achieve your dreams.
- Home Loans
- Loan against property/shares
- Auto Loans
- Personal Loans
- Education Loans
- Gold Loans
Insurance
Everyone needs protection from life’s uncertain events – and insurance is a prudent financial decision to buy peace of mind and recover from unexpected losses. As IRDA registered POS agent, in collaboration with a wide range of insurance providers and TPAs, we offer:
- Life Insurance Plans
- Retirement/Pension Plans
- Mediclaim plans
- Auto Cover
- Property / Theft Insurance
- Travel Insurance
Financial Planning
Long term financial planning and prudent asset-allocation goes a long way in strengthening your financial journey. In partnership with SEBI registered advisors (RIA), we offer personalized, comprehensive financial planning and periodic review of your finances and portfolio to ensure you stay on course to achieve your dreams.
Tax Advisory
Tax planning is essential to grow your wealth efficiently, and our expert team is well-experienced to design, suggest and implement highly tax-efficient structure, in compliance with applicable rules and regulations.
Estate Planning
Professional Estate Planning helps in preserving your wealth and legacy, thereby creating a means to transfer the intended benefits to your heirs / beneficiaries. We offer discrete, professional legal services in designing and managing this transition, helping you achieve your estate goals effectively. We offer services like:
Will preparation/registration
Trust Formation – onshore / offshore
Trust Administration