MoneyBolism

Mutual Funds
Life Insurance
Health & General Insurance
Peer to Peer Lending
Small Case

Mutual Funds

A mutual fund is a type of investment vehicle that pools money from many investors and uses that money to buy a diversified portfolio of stocks, bonds, or other securities. The fund is managed by professional fund managers who make investment decisions on behalf of the investors.

Life Insurance

Life insurance is a financial agreement that provides a payout to designated beneficiaries upon the death of the insured person. It provides financial security, helps pay off debts, medical bills, funeral costs, education, day-to-day costs, and even savings. It provides Financial Protection to your Loved Ones.

Health & General Insurance

Health Insurance, also known as Mediclaim insurance, primarily covers the costs of medical expenses and healthcare services. (para)The General insurance encompasses a wide range of insurance policies. They provide financial protection for various risks and assets other than health. They primarily cover diverse areas such as property (Home), vehicles (Auto Insurance), travel (Travel Insurance), Liability, and more.

Peer to Peer Lending

Peer-to-peer (P2P) lending is a form of financial technology that allows people to lend or borrow money from one another without going through a bank. It offers individuals the chance to earn potentially higher returns by lending money directly to other individuals or businesses. P2P lending platforms are regulated by the Reserve Bank of India.

Small Case

A concept which originated in India; a Small Case is an innovative investment platform that allows investors to buy and sell a basket of stocks or exchange-traded funds (ETFs). Small Case simplifies the process of investing in a diversified portfolio by packaging it as a single tradable instrument.

Loans

Loans provide you with the financial flexibility to meet your diverse needs and aspirations. Whether you dream of owning a home, pursuing higher education, expanding your business, or simply managing unexpected expenses, loans caters to various financial requirements.

Bonds

Bonds offer a reliable avenue for investors seeking steady returns and diversification within their portfolios. Bonds, as fixed-income securities, provide an opportunity to invest in the debt of governments, municipalities, and corporations. Selection of bonds depends upon various risk appetites and investment objectives.

Corporate FD's

Corporate Fixed Deposits (FDs) is a avenue for investors seeking stable returns. Corporate FD offers an alternative to traditional bank fixed deposits, providing an opportunity to diversify your investment portfolio. With competitive interest rates, Corporate FDs are crafted to deliver attractive yields, making them an ideal choice for those aiming to maximize their returns.

Tax and Estate Planning

Tax planning involves analysing a client's financial situation, identifying potential tax-saving opportunities, and creating a personalized strategy. Tax Planning assists in minimizing tax burdens while maximizing overall financial well-being. Estate Planning is the process of planning for the transfer of assets to your loved ones after your death. Assets that could make up an estate include houses, vehicles, stocks, life insurance, pensions, debt, and more.

Loan Against Securities

A Loan Against Securities (LAS) is a powerful financial tool that allows you to leverage your existing investments to meet your immediate financial needs without liquidating them. By pledging your securities such as stocks, mutual funds, bonds, or ETFs as collateral, you can access funds quickly and at lower interest rates compared to traditional loans.