OUR UNIQUE PRODUCTS, SOLUTIONS & SERVICES
- FINANCIAL FREEDOM SOLUTIONS
- FINANCE INDEPENDENCE SOLUTIONS
- RETIREMENT SOLUTIONS
- EDUCATION SOLUTIONS
- SPECIFIC INVESTMENT GOAL SOLUTIONS
- CUSTOMISED INVESTMENT SOLUTIONS
- LIFE INSURANCE SOLUTIONS
- HEALTH INSURANCE SOLUTIONS – MEDICLAIM AND CRITICAL ILLNESS
- ALL MUTUALS SOLUTIONS
- RISK PROFLING & INVESTMENT SUITABILITY ANALYSIS
- ONLINE INVESTMENT EXECUTION SERVICES
- ONLINE INVESTMENT TRANSACTION SERVICES
- ONLINE PORTFOLIO TRACKING & MONITORING SERVICES
- PERIODIC REVIEW AND REBALANCING SERVICES
- COMPLIANCE SERVICES – KYC, BANK, NAME, NOMINEE, ADDRESS, MOBILE, EMAIL MODIFICATIONS
- SEC. 80C, 80D, TAX STATEMENTS & TAX RECEIPTS
- VARIOUS COMPREHENSIVE REPORS AVAILABLE ON FUNDZBAZAR PORTAL.
- PORTFOLIO VALUATION REPORT
- PROFIT & LOSS CAPITAL GAIN REPORTS
- DIVIDENT INCOME STATEMENT
- PAYMENT / TRANBSACTION / AUM DETAILS
- SIP / STP REPORTS
- CONSOLIDATED PORTFOLIO
- FOLIO STATIC REPORT
- OTHERS PRODUCT SERVICES – BONDS, NPS, GOLD, LAS, FIXED DEPOSIT etc.
- VARIOUS RESEARCH REPORTS ON FUNDZBAZAR PORTAL
- PLAN – CALCULATOR, RISK PROFILER, GOAL PLANNER, ASSET ALLOCATION COMBO, SHUBH SHURAT, SMART COMBO
- EQUITY STOCKS – BROKING ALSO DONE THROGH FUNDZBAZAR A/C
- DOOR STEP INSURANCE AND INVESTMENT SERVICES
Our Philosophy
“IF YOU DON’T GET VALUE FOR MONEY
YOUR MONEY HAS NO VALUE FOR US”
