Holistic Wealth-Tech Platform
Explore our array of product offerings to support your loans, investments, and insurance.
Investment
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Mutual Funds
Place orders for Mutual Funds through BSE Star MF, NSE MF, or MFU from the platform
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Equities
Import client securities holding to provide a holistic report to your clients.
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Global Market
View and extract report of securities purchased from global markets
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Smallcase
Get simple, smart investment baskets curated by experts
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P2P Investments
Offer alternative interest generating assets that can help diversify a client’s portfolio
Insurance
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Automobile
Provide motor insurance to your client’s in just a few clicks
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Health
Ensure your clients are protected against health-related expenses for illnesses or injuries
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Life
Cover the risk of your clients and their loved ones
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Property
Offer property protection from unforeseen circumstances for your clients
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Custom
Provide unique insurance which is only available on this platform
Self-Service Customer Portal
Manage your assets through our customer portal and maintain your financial independence.
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