Wealth Management Company Pune | Expert Financial Services & Wealth Solutions

Equities

These are market-linked investments and don’t offer any assured returns. Our team of experts studies various stocks and industries to identify the most profitable opportunities...

Mutual Funds

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.

Bonds

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.

Non-Convertible Debentures (NCD)

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.

Unlisted Stocks

Unlisted companies are privately held and have not yet gone through the IPO process and the primary benefit of investing in these stocks is that you get an early advantage of accessing new-age innovative businesses.

Insurance

We work with industry leaders and experts to provide life and non-life insurance plans that cater to the individual requirements of clients. SRH also is amongst the largest retailers of different types of insurance products offered.

Fixed Income Securities

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.

Offer For Sale (OFS)

Companies may require additional funds even after raising money via an IPO and opt for OFS. The promoters dilute their shareholding via an exchange platform and all categories of investors can bid for these shares.

New Fund Offerings (NFO)

NFOs are first-time subscription offers in new mutual fund schemes and lasts for a few weeks. Our experts study the Scheme Information Document to understand the investment philosophy of the offer.

Initial Public Offerings (IPO)

IPOs are flooding the equity markets and investors are spoilt for choice and often identifying the best IPO is tricky. With a detailed study and analysis of the company, IPO end use of funds, industry outlook, order book...

Wealth Management Company in Pune

Equities

These are market-linked investments and don’t offer any assured returns…

Mutual Funds

Indian mutual fund houses offer multiple types of schemes like equity…

Government Bonds

Bonds are a popular fixed-income asset class offering assured albeit lower returns…

Fixed Income Securities

SRH helps in optimal tax planning for its clients…

Equities

Mutual Funds

Bonds

Non-Convertible Debentures (NCD)

Unlisted Stocks

Insurance

Fixed Income Securities

Offer For Sale (OFS)

New Fund Offerings (NFO)

Initial Public Offerings (IPO)