We offer all investment products that are filtered to provide economic value-add to your portfolio. The broad asset category includes Mutual Funds, PMS, International Funds, Index Funds, ETF, Insurance, Bonds, Fixed Deposits, Zero cost Trading accounts services and much more. While we cover all products but will filter and provide only the needed products guided by
Case 1: We will not showcase products that have little or no meaningful sense. For example, we will include only pure term plans when it comes to Insurance as we strongly believe that endowments, money back, and ULIPS are not of much value added to customers.
Case 2: Similarly from a Mutual Fund point of view, we will have a basket of 1 dozen schemes as primary focus schemes to offer for investments. Though customers are free to choose what they like if they have a viewpoint
Case 3: While there are a plethora of options for PMS, Bonds, and FD, we will filter and showcase 3-4 schemes at best at any point in time so that you can cherry-pick your choice from the curated list
SURYA CAPITAL will help build the wealth for investors and stand by them in their journey for a lifetime. That’s a commitment. We are a lifetime partner to you in your business of Money Management. We are here to not just handle your money and push to investment and sit quietly. We track your goals, check if the investment is on track help achieve goals look for opportunities around the market both domestic or International, and help grow every rupee in your account.
The guiding principles of Wealth Management are the 5 pillars and they are:-