Our services

Mutual funds pool money from many investors and invest it in equities, debt or a mix of both, managed by professional fund managers under SEBI regulation. They let you start small, diversify widely and invest in line with your goals.

We help you choose schemes that suit your objectives, time horizon and risk profile, set up SIPs or lumpsum investments, and review your portfolio regularly so it stays aligned with what you are working towards.

Insurance is the foundation of any financial plan. The right cover protects your family's goals from being derailed by an unexpected event, whether that is a loss of income, a medical emergency or damage to property.

We help you assess how much cover you actually need, compare policies on features, exclusions and claim terms, and stay with you after purchase for renewals, policy changes and claim support.

Specialized Investment Funds are a newer SEBI-regulated category, offered by eligible mutual fund houses, that sit between traditional mutual funds and PMS. They allow strategies that regular mutual funds cannot use, such as long-short approaches with limited derivative exposure.

SIFs are designed for investors with a larger investable surplus who understand higher-risk strategies. We help you evaluate whether a SIF fits your portfolio, understand the strategy on offer, and complete the investment.

Portfolio Management Services offer a professionally managed portfolio of stocks and other securities, customised to an investment approach and held directly in your own demat account. Unlike a mutual fund, you own the individual securities.

We help you compare PMS providers on strategy, track record, fees and risk, and understand how a PMS would fit alongside the rest of your investments.

Alternative Investment Funds are privately pooled vehicles registered with SEBI that invest in areas beyond listed stocks and bonds, such as private equity, venture capital, private credit, real estate and specialised long-short strategies.

AIFs are meant for sophisticated investors with a long horizon. We help you understand the category, strategy and terms of an AIF and assess whether it suits your overall portfolio.

Real Estate Investment Trusts own and operate income-generating commercial real estate such as office parks, malls and warehouses. Their units are listed on stock exchanges, so you can invest in real estate without buying a property.

REITs regulated by SEBI must distribute most of their distributable cash flows to unitholders, making them a way to add real estate income to a portfolio. We help you understand how they work and where they fit.

Infrastructure Investment Trusts own and operate infrastructure assets such as roads, power transmission lines, gas pipelines and telecom towers. Like REITs, their units are listed and they distribute a large share of their cash flows to unitholders.

InvITs let you participate in India's infrastructure growth and earn income from long-life assets. We help you evaluate the assets, cash flows and risks behind an InvIT before you invest.

The right loan at the right terms can help you buy a home, manage an expense or build your credit, while the wrong one can strain your finances for years. We help you understand your options before you borrow.

We help you compare offers from partner lenders on interest rate, tenure, fees and repayment terms, and support you through documentation and approval.

Fixed income investments such as fixed deposits and bonds pay a defined rate of interest over a set tenure, bringing stability and predictable cash flow to a portfolio. They are often used to balance equity risk or to generate regular income.

We help you compare yields, credit ratings and maturities, build a ladder of maturities where it helps, and keep track of interest payments and reinvestment.

Precious metals have long been used to preserve wealth and diversify portfolios, as they often behave differently from stocks and bonds. Today you can invest in them without the cost and risk of storing physical metal.

We help you choose regulated routes such as ETFs and funds of funds, and decide how much of your portfolio precious metals should make up.

A demat account holds your securities electronically, the same way a bank account holds money. It is required to invest in shares, ETFs, bonds, REITs, InvITs and many other instruments.

We help you open your demat account smoothly, complete KYC and nomination, and start investing across the products that need one. You can open an Angel One demat account through us, on the web or on the mobile app.