“Investment services” is a general term used to describe a whole range of activities related to investments in financial instruments. Typically, the most common forms of investment services are the following:
- Advisory Backed Investment services example MF, PMS & AIF
- Distribution of financial instruments to retail clients, retail distributors, Mass-affluent category distribution and Wealth management.
The most preferred and category of such investments are as follows. These offerings are available digital, phygital and physical platforms for all the categories of investors.
- Mutual Funds
- Private Equity, MLD / NLD
- Insurance (LI,GI & Health)
- Pre IPO / Unlisted Securities
- PMS & AIF
- Real Estate
- NRI Products
- Retirement Planning
