OUR SERVICES
EQUITY
Indian economy is one of the fastest growing in the world. Investing in equity market has an edge over simply saving money in your bank account. It helps to beat the inflationary pressure by delivering a higher rate of return and increasing the value of the principal amount invested. A good stock portfolio that spans various sectors help you diversify your risk and beat inflation all while making significant returns.
MUTUAL FUNDS
Mutual funds are a way to build your wealth without investing time or effort in picking the stocks, monitoring their performance and do not involve any complicated decision making. The money pooled from various investors are professionally managed by experts and the corpus is spread across various fundamentally sound companies. There are different types of mutual funds available, each with different objectives and different risk-reward levels. We at Rise Financial Services helps you…
INTELLIGENT ADVISORY PORTFOLIO (IAP)
Intelligent Advisory Portfolio (IAP) is new age of Investment products which provides a seamless opportunity for you to invest in equity markets without getting into the trouble of researching for the stocks, studying the current market conditions or going through a plethora of numbers and details. IAP is one of the modern ways to take the ride of the stock market. They are a diverse range of pre-packaged equity portfolios advised by Registered Investment Advisors (RIAs), ideal for both active and passive investors. These…
PORTFOLIO MANAGEMENT SERVICES
Portfolio Management Services (PMS) offer professional management of investment portfolio to achieve desired level of growth for High Net worth Individuals with investments upwards of Rs 50 Lacs. It saves investors the hassle of monitoring, reviewing and risk management of their portfolio. Portfolio Managers are seasoned professionals with vast knowledge and experience. They suggest investment strategy to their clients keeping in mind the client’s objectives and risk appetite. Rise Financial Services helps identify…
FIXED INCOME PRODUCTS
Fixed income securities such as bonds, debentures & FD’s are ways in which corporations (government or private) raise funds by taking deposits from the public and paying interest periodically until a specified maturity date. These investments are ideal for those with lower risk appetites, and to get steady interest income or to reduce the risks in your overall portfolio. We, at Rise Financial Services, can help you identify the right bonds with high credit ratings for investment.
IPO, US STOCKS & UNLISTED SHARES
Investing in Initial Public Offerings (IPOs), US stocks, and unlisted shares can be an exciting and potentially rewarding opportunity for investors seeking diversification and the potential for higher returns. IPOs represent the first time a private company offers its shares to the public, often providing investors with the chance to get in on the ground floor of a promising venture. US stocks, meanwhile, offer exposure to the world’s largest and most dynamic economy, while unlisted shares provide access to privately-held companies that have yet to go public.
DERIVATIVES
Derivatives trading is a way of investing in the future value of an underlying asset, like stocks, commodities, or currencies. Instead of buying the asset itself, you’re buying a contract that allows you to trade the asset at a specific price in the future.
The key idea behind derivatives is that you can speculate on the price movements of the underlying asset without actually owning it. This allows you to potentially make profits even…
DIGITAL GOLD
Gone are the days where you needed to invest in gold in the physical form, such as jewellery, coins or bars. Digital gold provides a brilliant alternative to invest into the yellow metal safely and conveniently, avoiding additional costs such as making charges, tax, storage and security. Methods include Gold Mutual Funds or even Government Guaranteed Sovereign Gold Bonds, where additional interest can also be earned. At Rise Financial Services, we believe digital gold can be a good diversification to have in your…
INSURANCE
At Rise Financial Services, we understand the importance of safeguarding your financial wellbeing. That’s why we offer a wide range of term and health insurance products designed to provide you with the coverage you need, no matter what life has in store.
Term Insurance – With a term insurance, you are covered for a longer duration at low premium rates. It also…
SMALL CASE
Small case offers an innovative approach to investing in the stock market, providing retail investors with a convenient, hassle-free investment solution. It is a one-stop shop for investors who want to invest in a specific theme, strategy, or objective with ease. It helps investors to build a low-cost, long-term & diversified portfolio with ease. The smallcases are created and managed by SEBI-registered investment professionals (also known as smallcase managers) with years of exposure to the stock market.
WEALTH MANAGEMENT
Our goal is to help our clients achieve their financial objectives, preserve and grow their wealth, and secure a prosperous future. We understand that managing wealth involves more than just investments.
Think of financial planning as a guide to achieve financial freedom as you go through life. Your current financial situation is considered along with your assets and liabilities to…
