Services

Mutual Funds

We have all the mutual fund schemes on offer by virtually all the Asset Management Companies (AMCs) in the country. As a client, you can access any scheme with us, either in physical mode or even in a demat /stock-exchange mode with Trading Account services.

FIP

We also offer clients with diverse fixed income products, namely Non-Convertible Debentures (NCDs), Infrastructure and RBI Bonds, Company Deposits, etc. from some of the leading companies, institutions in India.

AIF

An Alternative Investment Fund (AIF) is a confidentially pooled investment vehicle developed or incorporated in India that collects assets from expert investors, whether Indian or global, for investing in line with a defined investment policy for the welfare of its investors. AIFs can be formed or incorporated as a corporation, trust, or other legal entity (including limited liability partnerships). The SEBI (Mutual Funds) Laws of 1996, the SEBI (Collective Investment Schemes) Laws of 1999, or any other Board regulations governing fund management do not apply to AIF. Set up a call with us to understand in simple terms & add more to your portfolio.

PMS

Portfolio Management Services (PMS) refers to an investment portfolio in equities, fixed income, cash, debt structured products and other individual assets that is managed by a professional money manager and can be adjusted to fit specific investment objectives. Unlike in mutual funds where investor owns units of the fund, when you invest in PMS funds, you own individual securities. An individual has the flexibility to customize the portfolio to meet specific requirements and objectives.

Case Studies

Contact Us

Let's Talk

SEBI | RBI | BSE | NSE | CDSL | AMFI | INVESTOR AWARENESS | PRIVACY POLICY | T&C

Tel: +91 9876400036

+91 9814688881

Ops: +91 9814088881

Email: info@ezywise.com

Address: #1146, 2nd floor Sector-34 C,
Chandigarh

Helping our clients achieve their financial goals with honest and unbiased advice.