Our Services

Four types of service are available to individual as well as to corporate clients.

Services We Provide

Venture Capital Investment

We help the entrepreneurs to create some of the successful companies by triggering their financial resources and supervising the overall management of the firm from its early stage. We are always glad to uplift the cottage scale industries of different sectors such as Traveling and Tourism, Health Sectors, IT & Technology and so on.

Private Equity Investment Service

We also partner with the established and matured companies which are seeking for step-function growth.

Investment Criteria

The company must be into the operation fulfilling all the legal criteria.

The company must be in profit and have good growth potential.

The business must have latest financial papers, updated legal documents and certificates.

Net assets of the business must be above 1 million NRS if it is into operations for more than 2 years.

The business should have good image around the public.

Environmental and human risks must be within the acceptable standard.

Investment Process

Project Concept Note/ Business Proposal

Full Application

Preliminary Review

Client Visit

Preliminary Evaluation

Due Diligence Review

Our Investment Products

Venture Equity Portfolio

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Minimun Investment Rs.500000
Period 3 Years

Venture Portfolio

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Minimun Investment Rs. 10 million
Period 2 Years

Retirement Scheme Portfolio

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Minimun Investment Rs.3,00,000
Period 5 Years

Venture for Future Portfolio

wealth equity portfolio
Minimun Investment Rs.3,00,000
Period 5 Years

Portfolio management helps in building suitable mix of these investment component that meets the investors need. It is a specialized learning and requires formal education. An expert portfolio manager has expertise in identifying, evaluating, comprehending and forecasting the position of available investment products and he build a mix suitable to the need of the investors.

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Why Investment Management ?

Paucity of appropriate knowledge

Majority of the people is interested in investing into share market with the expectation of good returns. However, since most of the time they end up buying on the basis of rumors/tips and without appropriate knowledge, they end up into making losses and therefore lack confidence of getting good return.

Professional Experts:

A portfolio manager is an expert who understands the capital markets and is qualified enough to understand the dynamics of the capital markets. He conducts a strong research based on which the funds are invested. Since a portfolio manager is more focused on fundamental and research than “Tips”, the chances of losses are minimal.

Scarcity of Time

In current times, everyone is busy in focusing their respective areas and don’t have time for managing their funds. Most of the times, money is either not invested or may not be invested in the right opportunities of growth. The handling over the portfolio is the trustworthy hands would ensure that the money is invested in the appropriate investment opportunity and is constantly monitored by an expert.


Based on the specific needs, return expectation and risk appetite of the client, portfolio manager invests in a way best suited for each individual client. The Customization and regular updates of the portfolios helps investors have a better understanding of where and how their fund is used.