Indian mutual fund houses offer multiple types of schemes like equity, debt, and balanced funds. Within these categories, you can choose large, medium, and small cap funds, index funds, and many more options.

We provide clients with systematic investment plans, systematic transfer plans, and systematic withdrawal plans to meet their changing financial goals over the years.

Selecting the right financial advisor is an important decision based on trust that your advisor has your best interests in mind at all times. The primary goal of our portfolio management services is to find solutions that are aligned to your personal goals and requirements.

Our entire team focuses on matching your risk appetite with the most efficient investments. SRH does not offer any “model portfolio” or a generic list of asset classes.

NCDs bear a fixed maturity date and the interest is paid either on maturity or at periodic intervals. This asset class when chosen correctly can deliver low-risk high returns along with tax benefits.

Our experts evaluate various NCDs on factors like credit rating, debt levels, interest coverage ratio, non-performing assets provisions, and capital adequacy ratio to maximize your returns.

Bonds are a popular fixed-income asset class offering assured albeit lower returns. Companies, banks, and even mutual funds offer different types of bonds. Further, you can invest in RBI savings bonds and sovereign gold bonds.

The SRH team analyzes the different bond offerings and evaluates the issuer’s performance and the ratings to recommend the best products for your portfolio.

SRH helps in optimal tax planning for its clients and offers corporate fixed deposits, commercial and industrial real estate rental property investments, and fixed income insurance plans.

We work with industry leaders and experts to provide life and non-life insurance plans that cater to the individual requirements of clients.

SRH has well-established and long-standing relationships with all the major banks and non-banking finance companies (NBFCs) across India.