In an open architecture, it is our foremost endeavour to be associated with the industry leaders to provide best possible products & services.
Every Client of Growfinn deserves a personal financial plan to support decision making. We provide logical, practical and achievable financial plan to achieve the desired goals and dreams of our client.
We are partnered with Motilal Oswal Securities limited (MOSL) since 2008 to provide Demat and Trading account services for Equity and derivatives market. MOSL has 30 years of wealth creation experience, is an award winning research and advisory services company who offers wide range of customised investment solutions.
We are associated with all major asset management companies. With our customised investment application clients can seamlessly transact in mutual funds & can easily access their portfolios. Our application works seamlessly on android and IOS platforms.
We keep a close watch on the global macro-economic environment as well as domestic credit and monetary policy drivers. We ensure our client’s portfolios are positioned with the most optimal instruments to meet their return objectives for specified risk levels. We also monitor the fixed income markets for tactical trading opportunities to generate excess returns with changing interest-rate, credit-curve, and duration factors.
We provide a wide range of offering in the Equity PMS category. We are associated with top-notch & best performing PMS managers such as Motilal Oswal, Kotak, Alchemy Capital, Sundaram, Invesco etc.
We are a registered Insurance Marketing Firm (IMF) with IRDA under the name of Growfinn IMF. In the category of General and Life insurance, we not only provide wide range of insurance solutions but also provide personalised services for claim registration & necessary follow-ups thereon.
We have an extensive offering in AIF and PE. Our AIF and PE offerings include Equity in both listed and non-listed space and real estate.
We provide debt syndication services and have tie-ups with all major banks and NBFCs. Our Loan syndication portfolio includes Home Loans, Loan Against Securities (LAS), Loan Against Properties (LAP), Term Loans and Working Capital Loans, etc.
These services include Asset protection, Succession planning, Estate Planning and Trust Formations, Will Formations and executions, etc.
We provide broking services on select residential and commercial units.