Banking Sector

  • Home |
  • Banking Sector

Investments (Savings)

We provide investors with a comprehensive suite of quality investment products to meet a range of financial needs in all market conditions. From wealth generation to protection, to providing guaranteed income for life, we help you invest for your future. With your objectives in mind, we offer you flexible products adapted to your needs that include a range of retirement savings plans, education savings plans, non-registered savings plans, retirement income plans and tax free savings accounts. These products allow you to invest your savings and obtain a high degree of financial security.

Call us at 950-30-19879 anytime to speak with a trusted advisor or complete the secure online application. We will get back to you with a solution that suits your needs.


A comprehensive retirement wealth-building plan ensures that you have a comfortable retirement while minimizing your taxable income and ensuring your funds last your entire lifetime. It is never too late to start saving for retirement.
We work with you to develop a long-term strategy that fits your current lifestyle and properly meets your goals. Whether you are a seasoned investor who would like a fresh approach to investing or you are just starting, we work with you to build a plan utilizing the latest and most sound investment strategies to ensure your retirement is everything you dream it will be.
Working with a wide range of companies, we can offer you the very best in today’s investment products and strategies.

Tax Planning

Tax planning is very important part of financial planning. No one wants to spend his/her net income on paying taxes. Few options available in the market are listed below.
 Life Insurance
 Pension Plans
 Health Insurance / Medi-Claims
 New Pension Scheme (NPS)
 Tax Saving Mutual Funds (ELSS)

Bonds & NCD’s​

A bond is a debt security, in which the authorized issuer owes the holders a debt and, depending on the bond terms, is obliged to pay interest (the coupon) to use and repay the principal at a later date, termed maturity. A bond is a formal contract to repay borrowed money with interest at fixed intervals (ex semi-annual, annual, sometimes monthly). Bonds provide the borrower with external funds to finance long-term investments, or, in the case of government bonds, to finance current expenditures. Bonds and stocks are both securities, but the major difference between the two is that (capital) stockholders have an equity stake in the company (i.e., they are owners). In contrast, bondholders have a creditor stake in the company (i.e., they are lenders). Another difference is that bonds usually have a defined term, or maturity, after which the bond is redeemed, whereas stocks may be outstanding indefinitely

Health Insurance

No one plans to get sick or hurt, but most people need medical care at some point. Health insurance covers these costs and offers many other important benefits. Health insurance protects you from unexpected, high medical costs. You pay less for covered in-network health care, even before you meet your deductible. Other key benefits of health insurance are access to a network of doctors and hospitals, and other resources to help you stay healthy. With health insurance, you'll enjoy:
• Being able to find the help you need close to home
• Peace of mind and less worry because you know you're covered
• Access to affordable care and health information to keep you healthy

Motor Insurance

You rely on your vehicle for complete freedom of movement. Private car insurance sustains your freedom by compensating your major claims which can otherwise be very expensive. You love taking long drives and commuting to the office with the radio on. Your vehicle is one of your most important possessions. Give it the care and protection it deserves with motor insurance.
Private car insurance or two-wheeler insurance provides unmatched care and protection for your motoring experience. Private car insurance is one of the things you need against expensive costs like breakage or third-party claims. Private car insurance is an important thing to consider even before buying a car.
Your private car insurance policy should contain cashless settlement in preferred workshops along with 24x7 claims support. Also, look for hassle-free claim settlement experience and procedures before getting private car insurance.


Our home is not just a roof over our head. For most, it is the most significant investment we will make in our lifetimes. Like any solid investment strategy, we want to maximize our buying power and minimize our expenses. We understand everyone is unique and that you need a solution tailored to your life and overall financial strategy. Through our brokerage network, we offer you access to the best-in-market interest rates and mortgages from a wide range of lenders, including most of the major banks and lending institutions. Mortgage products often change daily and we constantly evaluate lending programs to ensure you have the best offer available. When you deal with one of our advisors, you will receive:
• The lowest rates in India
• 100% financing programs
• Flexible options for future changes to your life
• India’s best pre-payment options which allow you to become debt-free faster
• Programs available for every credit situation including self-employed.
• Access to private lenders to assist unique situations
There are several mortgage products available to you. We will help you make the right decision.