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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

AIFs

Investment opportunities in Venture Capital Funds, REITs / Real Estate Funds, Private Equity and Bespoke Direct opportunities to in Companies.

Art

Art investments are a combination of business and pleasure. Though a fickle market with no guarantee of profitability, research based decisions can prove art to be worthy investments down the years.

     Our Investment Planning is accompanied with Performance reporting and tax reporting, evaluation and review, investment mindset training.

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