Direct Equity
Direct equity investment is a proactive approach to investment. In this route, the investor decides which shares to invest in, when to buy or sell.
Equity investors buy the shares of a company in the hope that they will increase in value in the form of capital gains, or generate capital dividends.
"WealthPro" helps you execute equity ideas and your direct equity investment decisions. Our equity experts regularly conduct strong research on the latest market news to research the highest performing stocks, and help you make the right decision for you by creating a healthy equity portfolio. Our research works in building special financial strength in companies, we advise on specific stocks to create a basket portfolio of shares. We regularly recommend choosing stocks according to our experience, in which we believe that our customers can get good returns in stocks.
Mutual Fund
A mutual fund is an investment vehicle, which collects funds from investors for common investment purposes. This fund is managed by a professional fund manager. The advantages of mutual funds are diversification, professional management, invest in small amount and easy buy and sell.
"WealthPro" provides individual mutual fund investment advice to suit your investment needs through a disciplined investment process. We review your existing mutual fund portfolio, if any, we help you design a customized mutual fund investment portfolio based on your goals and risk profile. We make your investment plan based on your investment objectives, investment volume, investment method, goals and special needs. We take care of the most important task of selecting the best options out of a whole bunch of mutual fund schemes for protecting and increasing your hard-earned money.,
Insurance
Buying insurance is important because it ensures that you are financially secure to face any kind of problem in life, that's why insurance is a very important part of a financial plan, it provides a financial security that helps you take care of yourself and your loved ones. Insurance products are;
- Life Insurance
- Health Insurance
- General Insurance
Loan
A loan is a sum of money that one or more individuals or companies borrow from banks or other financial institutions so as to financially manage planned or unplanned events. In doing so, the borrower incurs a debt, which he has to pay back with interest and within a given period of time. Our loan products are;
- Personal loan
- Home Loan
- Education Loan
- Vehicle Loan
- Gold Loan
- Small Business Loan
Fixed Income Product
Fixed income securities are a type of debt instrument that provides returns in the form of regular, or fixed, interest payments and repayments of the principal when the security reaches maturity. These can be used by investors to diversify their portfolio given these are not as risky as derivatives and equities. Because the returns in fixed income investments are reliable, it is particularly popular among the retired investors. Fixed income instruments are;
- Bonds
- Fixed Deposits
- National Pension Scheme
- Money Market Instruments
- Debt Mutual Fund
- Public Provident Fund
- Senior Citizen Savings Scheme