Services

Your Money, Your Goals, Our Expertise

We put your financial priorities at the center, combining personalized strategies with deep market expertise to help you achieve meaningful, long-term results.

Stocks Market Advisory

Expert insights and recommendations to help you make informed, profitable decisions in listed equity markets.

⁠Guiding in Unlisted Space

Professional assistance in identifying and investing in high-potential pre-IPO and private market opportunities.

⁠Active Mutual Funds management

Strategically managing mutual fund portfolios to maximize returns through continuous monitoring and smart fund selection.

Portfolio Handling Services

End-to-end portfolio management tailored to your risk appetite, financial goals, and market conditions.

Portfolio Review & Rebalancing

Periodic portfolio evaluations with rebalancing to ensure optimal asset allocation and performance consistency.

⁠Stock Training Academy

Comprehensive learning programs to build your stock market knowledge, from beginner basics to advanced strategies.

How It Works

Based on your profile, we design a personalized investment plan — covering stocks, mutual funds, unlisted opportunities, and more.

Consultation

beginning with a detailed discussion to understand your financial goals, risk tolerance, and experience to shape a personalized approach.

Strategize

Our experts analyze market trends, opportunities, and your objectives to develop a customized investment strategy built for performance.

Take Action

We execute your strategy with precision—buying, selling, rebalancing, and monitoring—while keeping you informed and your goals on track.

Have Any Questions?

FAQ's

Find quick answers to common queries about courses, investing basics, and how to start your stock market journey with us.

You can open a DEMAT Account online. It is a simple and straightforward process. All you need to do is fill out the KYC form and submit scanned copies of all the required documents. Next, your details and documents will be verified. If everything is in order, your account will be approved, and you will receive a Beneficiary Owner Identity (BOID).
There are several features and benefits of a DEMAT Account. Firstly, it allows easy holding and tracking of all your investments. It also lowers the risk of loss, damage or theft otherwise associated with physical certificates. A DEMAT account also allows for the buying and selling of odd lots—for example fractional shares—which is not possible with physical certificates. Apart from listed stocks, your DEMAT account can also hold shares of unlisted companies, bonds, units of mutual fund and Exchange Traded Funds (ETFs).
The list of documents required to open a DEMAT Account is a basic one. You essentially need the following to open your DEMAT account:
Identity Proof: A copy of your PAN Card.
Address Proof: You may submit any one of the documents listed below.
• Voter’s ID
• Driver’s License
• Passport
• Aadhaar Card
Income Proof: You must submit
• A copy of your passbook
• Bank account statements for the last 6 months
• Latest salary slips
• Filed Income tax returns
There is one fundamental difference between trading accounts and DEMAT accounts – a trading account allows you to buy and/or sell orders for shares, whereas a DEMAT account only allows you to hold shares and securities. When you place a buy/sell order through your trading account, the securities are debited from or credited to the DEMAT account. As such, both accounts are synced to one another.
The documents required for trading account are as under:
• Proof of Identity: PAN card/Aadhaar Card/Passport/Voter ID/Driver’s License
• Proof of Address: Utility Bills (Telephone, Electricity, etc.)/Ration Card/ Aadhaar Card/Passport/Voter ID/Driver’s License.
• Bank Details: Cancelled cheque/Copy of Bank passbook.
• Proof of Income: Copy of ITR/Account Statement for the last 3 months/Salary slips
IPO, short for Initial Public Offering, is the process by which a private company sells its shares to the public to raise capital. An IPO helps the company acquire a significant amount of capital that can be used to expand operations, solve cash-flow problems, invest in infrastructure, and more. The process of how to invest in IPO in India is quite simple. Follow the steps below:
• Open a DEMAT account and a trading account linked to your bank account. Log in to your trading account and visit the section on IPO subscription.
• Select the investor type and enter the company’s name whose IPO you would like to subscribe to.
• Enter the number of shares you would like to purchase and input your bid price.
• Select your mode of payment and complete the transaction.
• The allotted IPO shares will be credited to the DEMAT account. If you do not get the IPO allotment, your money is refunded in the source account.
The process of how to invest in mutual funds online is Simple. Just log onto the Mirae Asset website. With our state-of-the-art onboarding facility and our 2-step investment process, you can sign-up and start investing in as little as 5 minutes**. We offer several fund profiles and payment options as well. This allows you to tailor your investment as per your needs.
To invest in SIP, you need a mutual fund account, which you can open in under 5 minutes** on the Mirae Asset website. Complete the two-step onboarding process and visit the mutual funds section on the website. You will find SIP and lumpsum investment methods. Choose the former, along with your preferred mutual funds, SIP amount and frequency and set standing instructions for us to debit the SIP amount from your linked bank account every month.
The formula for investing in stocks for beginners is simple. Just follow these below-mentioned steps. • Select a SEBI-approved and recognised stock brokerage platform to open your DEMAT and trading account – Mirae Asset, for instance. • Provide the necessary documents (ID, address, and income proof) and complete the Know Your Customer (KYC) process. • Login to your DEMAT account with the username and default password and change it to something strong. Memorise the password. • Research about the stocks you wish to buy by considering your risk appetite, investment goals, and preferred investment duration. Also, assess the past performance of the stocks you choose across various market cycles to check how stably it has generated returns. • Decide on the order quantity and optimise your investment portfolio with diversification to mitigate your investment risks.
The basics of stock market investment you need to know to include the following
• You will need to open a DEMAT and Trading Account with a SEBI-recognised broker
• You must consider your risk profile, investment goals, and preferred investment tenures before you begin investing.
• You must familiarise yourself with the basic stock market jargon, the various exchanges, and trading platforms.
• You must review the costs associated with share market investments
• You must avoid putting all your eggs in one basket, and instead diversify your investments.

What are you waiting for?

Connect with us today to schedule a consultation or to learn more about our services.