Products That Earn Their Place
Every product on this shelf is vetted for quality, track record, and regulatory compliance. Organised across three layers to match your risk appetite and goals.
Stability first — capital preservation, steady income, and tax-efficient compounding.
2 products
GrowthAlpha-seeking strategies — PMS, SIFs, and AIF structures for long-term wealth creation.
7 products
OpportunityHigh-conviction bets — global platforms, structured products, and pre-IPO access.
3 products
Foundation
Stability first — capital preservation, steady income, and tax-efficient compounding.
ICICI Prudential Equity Savings Fund
A hybrid fund that balances three strategies — equity (~20%), arbitrage (~30-35%), and debt (~30-35%) — to deliver equity-like returns with lower volatility. Ranked #1 out of 12 funds in the equity savings category.
Min. Investment
₹5,000
Target Return
7-9% p.a.
Horizon
1-3 years
- Three-pillar strategy: equity + arbitrage + debt
- Ranked #1 in equity savings category
- Taxed like equity (better than FD taxation)
Best For
Investors seeking FD-beating returns with equity taxation benefits
BondBazar — Curated Bond Platform
A digital platform giving you direct access to AAA and AA-rated corporate bonds — normally available only to large institutions. Access both primary issues and secondary market bonds with transparent pricing.
Min. Investment
₹1 Lakh
Target Return
7.5-9.5% p.a.
Horizon
1-5 years
- AAA / AA-rated corporate bond issuers
- Both primary and secondary market access
- Transparent pricing, custody in your name
Best For
Investors seeking stable, transparent fixed income above FD rates
Growth
Alpha-seeking strategies — PMS, SIFs, and AIF structures for long-term wealth creation.
ITI Diviniti Equity Long-Short Fund (SIF)
A Specialized Investment Fund using a long-short strategy to generate returns in both rising and falling markets. SEBI's new 2025 category bridges the gap between mutual funds and PMS at just ₹10 lakh minimum.
Min. Investment
₹10 Lakh
Target Return
12-15% p.a.
Horizon
3-5 years
- Long-short strategy — profits in up and down markets
- Net market exposure typically 25-60%
- 7+ year backtested track record
Best For
Investors who have outgrown mutual funds but find PMS too expensive
ITI Long-Short Equity AIF
A Category III AIF using long-short equity strategies. The fund aims to beat NIFTY over complete market cycles while protecting capital during downturns, with net exposure ranging from -15% to 100%.
Min. Investment
₹1 Crore
Target Return
15-18% p.a.
Horizon
3-5 years
- 7+ years of live track record across market cycles
- Absolute return focus, not index-hugging
- Tactical net exposure -15% to 100%
Best For
HNIs seeking hedge-fund-style alpha with downside protection
Philips Capital PMS
Customised equity portfolios held directly in your demat account. Unlike mutual funds, PMS creates a bespoke portfolio tailored to your risk profile with concentrated high-conviction positions of 15-30 stocks.
Min. Investment
₹50 Lakh
Target Return
Beat market over 3-5 years
Horizon
3-5 years
- Direct stock ownership in your demat account
- Concentrated 15-30 stock portfolio
- Both equity and debt PMS strategies available
Best For
Investors wanting personalised, concentrated equity portfolios
Ckredence Wealth PMS
Three distinct strategies — All-Weather, Business Cycle, and ICE Growth (Investment-Consumption-Exports) — that rotate positioning based on which economic pillars are in their growth phase.
Min. Investment
₹50 Lakh
Target Return
Beat market over 3-5 years
Horizon
3-5 years
- Three strategies: All-Weather, Business Cycle, ICE Growth
- Tactical rotation across economic pillars
- Formerly Chirag Investment, est. 1987 (35+ years)
Best For
Investors seeking active cycle-based strategies with experienced management
UTI Structured Debt Opportunities Fund IV
A Category II AIF that lends directly to mid-sized Indian companies (₹100-500 Cr revenue) with strong fundamentals. Every loan is backed by tangible collateral with 1.3-2.2x security cover.
Min. Investment
₹1 Crore
Target Return
12.75-14.45% p.a.
Horizon
4 years (close-ended)
- Secured lending with 1.3-2.2x collateral cover
- Target yield 12.75-14.45% p.a.
- Lending to positive-cashflow mid-market companies
Best For
HNIs seeking 3-5% premium over traditional fixed income with institutional risk management
Tata India Dynamic Equity Fund
Unlike regular funds that stick to one strategy, this fund actively rotates across large, mid, small-cap, banking, and gold based on market conditions. Particularly suited for NRI investors through GIFT City.
Min. Investment
₹5,000
Target Return
12-16% p.a.
Horizon
5+ years
- Multi-cap flexibility: shifts allocation based on value
- Built-in 10% gold allocation for portfolio protection
- Ideal inbound fund for NRI investors
Best For
NRI investors wanting actively managed India exposure with built-in diversification
DSP Global Equity Fund
Portfolio of 30-50 carefully selected global companies across the US, Europe, Japan, South Korea, and Taiwan. Focus on large-cap leaders in AI, semiconductors, EVs, and biotech.
Min. Investment
₹5,000
Target Return
10-14% p.a. (INR terms)
Horizon
5+ years
- Exposure to Apple, Microsoft, Google, Tesla & more
- Geographic spread: US, Europe, Japan, South Korea, Taiwan
- Captures AI, semiconductor, EV megatrends
Best For
Investors seeking global diversification beyond India with 10-15% portfolio allocation
Opportunity
High-conviction bets — global platforms, structured products, and pre-IPO access.
Kristal.AI — Global Wealth Platform
A global digital wealth platform regulated in Singapore, Hong Kong, India, and UAE. Access global stocks, bonds, ETFs, structured products, and private market deals in multiple currencies.
Min. Investment
$10,000
Target Return
12-13% p.a. (USD terms)
Horizon
3-5 years
- Regulated in 4 jurisdictions: SG, HK, IN, UAE
- Global stocks, bonds, ETFs, private deals
- Multi-currency investing (USD, SGD, EUR)
Best For
HNIs and NRIs wanting global institutional-quality diversification
Nuvama / Edelweiss Structured Products
Market-Linked Debentures (MLDs) and structured products linked to NIFTY 50 or Gold. Products include NIFTY AWE (62% absolute return if NIFTY rises 15% in 3 years), NIFTY Beta (145% participation), and All Weather Gold Plus.
Min. Investment
₹5 Lakh
Target Return
Structure-dependent (15-62% absolute over tenor)
Horizon
3-3.5 years
- NIFTY AWE: 62% absolute if NIFTY ≥15% in 3.5 years
- NIFTY Beta: 145% participation on positive returns
- All Weather Gold Plus: up to 50% if gold rises 25%
Best For
Conservative investors wanting market participation with capital protection
Finvolve — Startup Investments
Access to vetted early-stage and growth-stage startups in India's booming ecosystem. Power-law distribution: most investments may not return capital, but 1-2 big winners can generate 20-100x returns.
Min. Investment
₹10 Lakh
Target Return
Power-law (20-100x on winners)
Horizon
7-10 years
- Professionally screened startup deal flow
- Power-law returns: few big winners drive portfolio
- Exposure to disruptive technologies
Best For
Aggressive investors with risk capital seeking exponential returns (max 2-3% of portfolio)
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ARN-189009 · AMFI-registered Mutual Fund Distributor · Investments are subject to market risks. Past performance is not indicative of future returns.