Services
Mutual funds, insurance and the paperwork in between.
Most families start with one SIP or one policy. Over the years the rest of their money comes to the same office, looked after by the same people.
- Saving for a goal
- Mutual funds
- Protecting the family
- Insurance
- Everything in one view
- Wealth planning
- Steady income
- Fixed income
- A new or corrected PAN
- PAN services
Mutual funds and SIPsStart, grow and review mutual fund investments with a distributor who has worked with Indian fund houses since the UTI era.Goal-based scheme selectionSIP set-up and step-upsPortfolio reviewStart from₹500 a monthYou pay usNo separate fee
Life, health and general insuranceCover that fits your family and your budget, from insurers we have worked with for decades, with help at claim time.Term life insuranceHealth insuranceMotor and generalCoverTerm, health, motor, generalInsurersSeveral, compared for you
Portfolio guidance and wealth planningFor families with investments spread across funds, deposits, insurance and property who want one considered plan.Consolidated statementGoal mappingRebalancingYou getOne consolidated statementMinimumNo fixed minimum
PAN card servicesNew PAN applications, corrections and reprints handled at our Angamaly office, with the paperwork checked before it goes in.New PAN for individualsCorrections and changesReprint of lost or damaged cardsBringAadhaar, for most peopleSubmittedThe same day
Debentures and fixed incomeFixed-return options beyond the bank deposit, chosen with attention to who is borrowing your money.Public NCD issuesCompany fixed depositsGovernment and tax-free bondsOptionsNCDs, company FDs, bondsInterestMonthly to on maturity- Living outside India?KYC on a video call, SIPs from your NRE account, and cover for parents at home.Services from abroad
How it works
The same three steps for every client
Whether you are starting a ₹2,000 SIP or bringing a retirement portfolio together.
A first conversation
At the office, on the phone or on a video call: what you are saving for, what you already hold, and how much market risk you can live with.
A plan on one page
The funds, policies and amounts, with the reason for each. You take it home and decide.
Set up, then reviewed
We complete the paperwork, track renewals and sit down with you twice a year, or sooner if life changes.
Talk to someone who has done this for 39 years.
A first conversation is free and takes about thirty minutes, at the office in Angamaly or over a call.
Opposite St Martin's Shrine, Angamaly South P.O.
Angamaly, Kerala 683573
- Monday to Friday: 9:00 am to 6:00 pm
- Saturday: 9:00 am to 5:00 pm
Get directions
Ten minutes from Cochin International Airport