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What We Offer

We Offer

Explore our comprehensive investment solutions and market analytics.

PMS & Mutual fund

Wealth & Growth

Selecting the right financial advisor is an important decision based on trust and shared vision. Our customised Portfolio Management Services align with your risk profile without generic model portfolios.

Paired with our wide spectrum of equity, debt, and balanced Mutual Fund schemes via SIP, STP, and SWP modes, we ensure systematic wealth compounding across market cycles.

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Loans & Insurance

Credit & Protection

Leverage SRH’s robust banking relationships across major Indian banks and NBFCs for structured corporate loans, working capital lines, and SME/MSME credit procurement.

Concurrently, safeguard your assets and business resilience with comprehensive life and general insurance solutions tailored to individual and organizational needs.

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Bonds

Fixed Income

Bonds are a reliable fixed-income asset class offering assured returns. We facilitate access to sovereign gold bonds, RBI savings bonds, public sector undertakings (PSU), and high-grade corporate bonds.

Our desk rigorously evaluates issuer credit ratings, debt coverage ratios, and cash-flow health to optimize steady, risk-mitigated yields.

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Unlisted Stocks

Pre-IPO Growth

Gain early access to high-potential enterprises and upcoming market leaders before they hit public exchanges through our specialized unlisted equity desk.

We conduct thorough cap-table analysis, promoter verification, and private valuation checks for safe and informed off-market equity allocations.

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PMS & Mutual Funds
ApproachGoal-Aligned Solutions
ModesSIP / STP / SWP Active
GovernanceSEBI Regulated & AMFI
Loans & Insurance
LendingMajor Banks & NBFCs
FocusSME, MSME & Corporate
CoverageLife & Non-Life Risk Cover
Fixed Income & Bonds
CorporateAAA / AA Rated Bonds
SovereignRBI Savings & SGB
Tax-FreePSU Bonds
Unlisted & Pre-IPO
StagePre-IPO Opportunities
ResearchValuation & Moat Review
ObjectiveSuperior Long-Term Alpha

Not sure where to begin?

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Key Partners

Baroda Mutual Fund
Edelweiss
Franklin Templeton Investment
HSBC Mutual Fund
IIFL Invesco
JM Financial
Kotak
L&T
LIC
Mahindra
Motilal Oswal
Nippon Life
SBI
Tata
HDFC Mutual Fund
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