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Investmentz Services

Financial Services Redefined

We intend to redefine financial services, helping different individuals meet their financial goals through the following:

Online Products: Retail & HNI

Online Investing

  • Equity
  • IPOs
  • Futures & Options
  • Commodities
  • Currencies
  • FD/Bonds
  • Mutual funds

Financial Planning with online review and tracking

  • Risk profiling (RP)
  • Investment planning
  • Goal based planning
  • Financial plan execution
  • Portfolio tracker
  • Watch list
  • Re-asset allocation
  • Retirement planning

Online Investment Tools

  • Web-based investing
  • Application based investing
  • Mobile based investing

Research and Knowledge Empowerment

Our portals Investmentz.com. and www.easytradez.com. make available expert internal and external research advisory for all major investment asset classes.

Investmentz.com

  • Online Investing
  • Financial planning
  • Investment Planning
  • Research Ideas
  • Knowledge & Training

Easytradez.com

  • Online trading
  • Trading Ideas
  • Knowledge & Training

Real Estate

We have offerings that cover the entire life cycle of a real estate project:

For NRIs:

  • Property research
  • Residential property purchase
  • Property management
  • Negotiations with developers
  • Documentation assistance
  • Remittance assistance
  • Tenant search
  • Sale assistance

For Resident Indians:

  • Network of more than200+ offices
  • Residential property purchase
  • Home loan assistance
  • Loans against property
  • Tenant search
Website www.house-this.com

NRI SERVICES

Products and services

  • Investment in equity through BSE/NSE
  • NRI advisory service
  • Mutual funds
  • IPOs, bonds, NCD , and equity SIP
  • Real estate investment

Investment tools

  • Online investment and financial planning through web trade
  • Offline investment through ‘call n trade’
Click here  to Know more about us and our services.

Offline Products: Retail, HNI & Corporate

Mutual Fund & IPO Distribution

You can buy Mutual Funds & IPOs offline through Branches.

Depository

Our company is a depository participant with the Central Depository Service of India Ltd. (CDSL).

 

Offline Financial Planning

  • Risk profiling (RP)
  • Investment planning
  • Goal based planning
  • Re-asset allocation
  • Retirement planning

Call-n-Invest

Place orders securely over the telephone with the ‘Call-n-Invest’ service.

Wholesale Segment: Corporate

Debt Market Desk

The Debt Market Desk Provides advisory, quotes, and trade execution in

  • Corporate bonds/FDs
  • Government Securities (G-Sec)
  • Treasury Bills (T-bills)
  • Other State-Guaranteed Bonds

Interbank Forex

We provide Price Discovery for interbank foreign exchange clients in the voice market for
  • Swaps,
  • Outrights,
  • Forwards, and
  • Interest rates

Corporate Finance

Corporate Business Solutions

  • Treasury Management
  • Working Capital
  • Trade Finance & Bill Discounting
  • Factoring

Institutional Desk

  • Investing & trading
  • Equity
  • F & O
  • Portfolio advisory

Merchant Banking

Category I Merchant Banker registered with SEBI and with following Business Management services:

  • Initial Public Offer
  • Follow-on Public Offer
  • Rights Issue
  • Offer For Sale
  • Qualified Institutional Placement
  • Open Offer
  • ​Share Buyback Offer

Corporate advisory

Our advisory services include but are not limited to the following areas:

  • Complex regulatory compliance management
  • M&A services
  • Capital and corporate debt restructuring
  • Valuations for various purposes such as ESOPs and asset sell

Structured finance

Financing through placement of various structured products such as:

  • Securitization/trust route
  • Bilateral assignment deals
  • Bonds/debentures
  • Promoter funding deals
  • Structured loans