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Investment Products Suite
Beena Sanghrajka Wealth Advisors work towards identifying the best-in-class investment products across Equities and Debt.
We offer a comprehensive range of investment products
Mutual Fund
With SIP as well as one-time investments, we offer a wide range of Equity, Debt and Money-Market Mutual Funds :
Equity Mutual Funds
Balanced Mutual Funds
Pure Equity Mutual Funds
Debt Mutual Funds
Income Funds
Liquid Funds
Gilt- Long Term Funds
Dynamic/ Asset Allocation
Exchange Traded Funds
Speciality Mutual Funds (Pension / Child care)
Fund of Funds (Domestic and overseas)
Portfolio Management Services (PMS)
It is a premium equity investment option ideally for HNI investors
We offer professional management of your investments with an aim to deliver consistent returns. It relieves you from all monitoring hassles with benefits like regular reviews, strong risk management flexibility
Bonds / Debentures
Debt instruments like Secondary Market bonds, Infrastructure / RBI Bonds forms a part of our investment offerings.
Real Estate Funds
Real Estate Funds are investment vehicles that are used by its subscribers to invest into Real Estate projects and/or Real Estate linked securities (Equity or Debt).
Some real estate funds invest in bonds/instruments secured by property instead of actually owning property as it involves risk due to volatility in property prices.
Gold Funds
Two types of gold funds are Gold exchange Traded Funds and Gold Mutual Funds (Fund of Funds).
Fixed Income
We offer fixed income products, namely Company Deposits, Fixed Deposits, Public Provident Funds, Post-office MIS etc.
Direct Equity
We collaborate with stock exchanges for our clients to have access to capital market products of direct equity stocks
Our Investment Planning is accompanied with Performance reporting and tax reporting, evaluation and review, investment mindset training.
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