Mutual funds pool money from multiple investors and invest in diversified assets like stocks, bonds, or a mix of both. Professional fund managers manage these funds to generate returns aligned with the fund's objective.
We help select schemes based on your goals, investment horizon, and risk appetite. Whether you're investing for 3 years or 30, we build personalized portfolios for you.
A SIP (Systematic Investment Plan) lets you invest small amounts regularly, while a lump sum is a one-time investment. SIPs are ideal for disciplined long-term investing and help manage market volatility.
While mutual funds are subject to market risks, diversification and professional management help reduce risk. Debt funds offer relatively stable options, while equity funds carry higher risk and reward.
PMS is a customized investment service offered to HNIs with a minimum investment (usually ₹50 lakhs). It includes personalized strategies across equities, debt, or multi-asset portfolios for long-term wealth creation.
As per SEBI regulations, the minimum investment required to avail PMS is ₹50 lakhs.
PMS offers personalized portfolios and direct stock ownership. Unlike mutual funds, your portfolio is individually managed, not pooled. It suits investors seeking customization, transparency, and higher involvement.
Insurance provides a financial safety net for your family in case of unforeseen events. It protects your income, assets, and peace of mind while enabling long-term financial planning.
We facilitate:
A thumb rule is 10–15x your annual income. We consider your liabilities, dependents, goals, and future expenses to recommend the right amount and type of coverage.
SEBI classifies AIFs into three categories
Acuity Law | IIFL Capital Services
We provide clients with access to a digital dashboard for investment tracking, reports, and alerts. You also get periodic portfolio reviews, market updates, and support via call, email, or WhatsApp.
