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.

With an in-depth technical and fundamental analysis, and risk-return ratio, the SRH team offers the best equity investments.

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. Our team constantly reviews various schemes and identifies the best products based on multiple parameters like historical performance, investment portfolio, fund manager experience, and expense ratio.

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

AIFs are amongst the best ways to achieve portfolio diversification and can generate passive income for our clients. Newer products like REITs and INVITs are gaining popularity amongst investors who want to acquire exposure to real estate.

We assist clients to diversify their capital across investments based on their preferences. These funds also bridge the investment restrictions that are applicable to traditional options like mutual funds and give investors access to previously unavailable investment strategies.

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.

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.

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. With our wide network and extensive relationships with companies, we provide the best deals on unlisted stocks directly from the promoters via private placements or through intermediaries.

Block deals: These are trades where more than 500,000 shares or shares exceeding INR 5 crores in a listed company are executed. Such deals are conducted only during specific trading windows within a certain price range. SRH experts source the best block deals for its high-net worth clients via intermediaries or directly from large broking houses.

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 by every well-known and reliable insurance company in India.

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.

Initial public offerings: 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, price band, and several other parameters, we recommend the best IPOs for our clients.

Offer for sale: 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. Based on the future growth prospects of the company and its reputation, we recommend the most profitable OFS investments for our clients.

New fund offerings: 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. Other factors like the AMC track record, performance of the fund manager, and scheme-related expenses are also analyzed before recommending.