Dhana Lakshya (लक्ष्य) - Goal Oriented Regular Investment Plan

​Purpose

• Achieve medium term life goals

​Who is it for?

• Salaried persons seeking to acquire property, vehicle, durable,  save for children education or family holidays
• Self-employed, start-ups or business firms seeking to build a corpus for future growth or expansion
• Young people who wish to save on the job and fund one's own higher education
• Working women who seek to create contingency fund to tide over job breaks or sabbatical

​Details

• Invest monthly & Get back lump sum

Dhana Akshaya (अक्षय) - Retirement Fund Builder Plan

​Purpose

• Create retirement funds & eternal wealth

​Who is it for?

• Salaried persons seeking to create a substantial corpus for a comfortable post retirement living
• Self-employed or business persons who wish to retire early and enjoy comfortable post-retirement living
• Business Persons or Individuals who wish to leave a legacy for their descendants
• Business Persons or Individuals who wish to financially support a not-for-profit trust or social foundation

​Details

• Invest Monthly and get Lump sum (or) Invest Lump sum & Earn Monthly

Dhana Akara (​अकर) - Tax Savings Investment Plan

Purpose

• Reduce Income Tax and also Earn returns

​Who is it for?

• Salaried persons in 10/20/30% income tax bracket to reduce tax burden and earn good return on investment
• Self employed or start-up entrepreneurs who wish optimize taxes and earn good returns on the surplus clash
• Non-resident Indians (NRIs) who wish to save on tax, based on resident status

​Details

• ​Tax saving investments have a lock-in of 3 years

Dhana Vrddha (वृद्ध) - Senior Citizen's Monthly Income (Inflation linked) Plan

Purpose

• Generate a regular monthly income, with yearly increase (to cover for inflation), till end of life.

Who is it for?

• Retired or elderly persons or Single home Makers (55+ yrs), who wish to receive ongoing monthly income
• Non-resident Indians (NRIs) who wish to provide a regular income source to their elderly parents / dependents living in India

​Details

• Invest Lump sum & Earn Monthly Income, inflation linked till end of life

Dhana Vatsa (वत्सा) - Investing for child's future
​
Purpose

• Create a fund for children's future education and / or marriage

​Who is it for?

• Salaried persons seeking to create a substantial corpus for their children over the long term
• Self-employed or business persons who wish to create a corpus for their children, that is unaffected by business ups / downs
• Grandparents who wish to gift their grand chidlren's a bright financial future

Details

• ​Invest: Rs. 10,000 or more (lump sum) (or) Rs. 1,000 or more (monthly)

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​Dhana Vanita (वनिता) - Women's Savings Plan - Achieve financial independence

​Purpose

• Achieve medium term life goals and get financially independent

​Who is it for?

• Salaried working women seeking to acquire property, vehicle, durable,  save for children education or family holidays
• Self-employed women, women led start-ups or business firms seeking to build a corpus for future growth or expansion
• Young women who wish to save and fund (self sponsor) one's higher education
• Working women who seek to create contingency fund to take care of job breaks, sabbatical or other needs

​Details

• Invest monthly & Get back lump sum

Dhana Vikalpa (विकल्प) - Alternative Asset Investments
​
Purpose

• Get significantly better than Bank FD returns

​Who is it for?

• Salaried, Self-employed, Start-ups, Entrepreneurs, Trusts, Family Offices, Companies, Institutions and anyone who wish to earn higher than bank FD or Debt fund returns through alternative asset investments 

​Details

• Invest lump sum and get lump sum

Dhana Uttama (उत्तम) - Custom Designed and Managed Equity & Multi-asset Portfolios 
​​
Purpose

• Create long term wealth with specially customized fully managed portfolios

​Who is it for?

• Salaried persons seeking to create a substantial corpus for achieving medium to long term goals, incl. retirement needs
• Self-employed or business persons who wish to retire early and enjoy comfortable post-retirement living
• Institutions and Trusts (Family Office, Educational, PF Trust) who wish to responsibly grow wealth and deliver superior return to stakeholders
• Institutions or Individuals who wish to build long term wealth to financially support not-for-profit trusts or a social foundation

​Details

• Invest Monthly (or) Lump sum