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
2. Kotak Equity Arbitrage Fund
3. PGIM Diversified Equity Fund
4. ABSL 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.