Wealth Management 2020-07-08T13:19:03+00:00
Kalpfin has collaborated with all major Asset Management Companies (Mutual Fund companies) to advice customer on their mutual fund investments. The customers have a single window access to any mutual fund product/scheme.
Products in focus as below:
1. PGIM India Arbitrage Fund
(https://www.pgimindiamf.com/mutual-funds/equity-fund/pgim-india-arbitrage-fund)
2. Kotak Equity Arbitrage Fund
(https://www.kotakmf.com/funds/equity-funds/Kotak-Equity-Arbitrage-Fund/Reg-G)
3. PGIM Diversified Equity Fund
(https://www.pgimindiamf.com/mutual-funds/equity-fund/pgim-india-diversified-equity-fund)
4. ABSL Equity Fund
(https://mutualfund.adityabirlacapital.com/wealth-creation-solutions/aditya-birla-sun-life-equity-fund)
We have collaborated with major Housing Finance Companies to provide Fixed Income and Fixed Deposit products to its clientele to offer a comprehensive product basket.
We understand the importance of Term Insurance and other General Insurance products as a part of client’s portfolio to safeguard him from any negative surprises during his journey of Life.