Financial planning

Finding in depth about the client's financial picture and advising them on how to achieve their short- and long-term financial goals.

investment services

Providing knowledge and services related to different financial instruments and how to get better results.

Retirement Planning

Determining retirement goals, ways to achieve them and thus lead a stress free life.

Guaranteed Income Planning

Guiding you regarding various plans that provide you with insurance cover along with a guaranteed income during a set duration.

Small description about One Stop Investment

One-stop investment work towards exploring, innovating, and redefining the standards in managing money. We offer financial planning & strategic wealth management solutions.

Our Products

Mutual Fund

Mutual Funds are the financial instruments that help you to generate regular income options along with wealth creation as per your investment and risk preference.

NPS

It is a voluntary defined contribution pension system launched by the government where your entire corpus escapes tax at maturity and there is no tax levied on the pension withdrawal amount.

Fixed Income Instruments

When you want to grow your money steadily and safely, fixed-income instruments can help you to grow your savings at a fixed interest rate.

Equity Advisory

We assist clients in raising capital through equity markets with the best possible results and to make sound strategic decisions.

PMS & AIF

Maximize your profit and minimize the risk with diversified investment options that include PMS and AIF.

Life Insurance

To ensure Lifetime Protection for you, we have a range of life insurance plans and policies with effective premium plans.

Health Insurance

We help in managing health-related uncertainties by covering the medical and surgical expenses of an insured individual.

General Insurance

Apart from health and life, we also help you get covered for motor, accident, and other miscellaneous non-life insurance.

Demat & Trading

Get full support to open a demat and trading account with competitive brokerage plans and begin trading in stock markets.

Insuring the future of your loved ones. Wealth Solutions for your life important goals. Get guidance in your crucial investment decisions. Secure the things you love the most with our general insurance services. Give shape your your investment with our powerful tools.

Our Insurance Partner

our mutual fund partner