Modi Advisory

investorsupport@modiadvisory.in

Call us: 91 8104482479

Product

Investment Solutions

We offer a diverse range of investment products designed to meet your financial goals and aspirations. Explore our comprehensive solutions 

Solutions

Creative solutions by Experts

We provide a suite of investment solutions designed to help you achieve your financial goals with confidence and ease. Our tailored offerings cater to a wide range of investment needs, ensuring that you have access to the best options for growth, security, and diversification.

Custom Planning

Where Your Financial Goals Become Reality

Low Risk

Mixture of imagination, experience and professionalism is the secret of our design!

Professional work

We are proud of our amicable, professional and always developing work done!

Mutual Funds (MF)

Achieve Your Financial Goals with Professional Management

Mutual Funds pool money from multiple investors to invest in a diversified portfolio of stocks, bonds, or other securities. With various options available, including equity, debt, and hybrid funds, our experts can help you select the best mutual funds based on your risk tolerance and investment objectives.

  • Diversification: Spread risk across various assets.
  • Professional Management: Expert fund managers make investment decisions.
  • Liquidity: Easily buy and sell units.

Non-Convertible Debentures (NCD)

Secure Fixed Returns with Non-Convertible Debentures

NCDs are fixed-income instruments issued by companies to raise capital. Unlike convertible debentures, NCDs cannot be converted into equity shares. They offer higher interest rates compared to traditional fixed deposits, providing attractive returns while ensuring capital safety.

  • Fixed Returns: Regular interest payouts.
  • Capital Protection: Safe investment option.
  • Higher Yields: Better returns compared to FD.

Corporate Fixed Deposits (FD) + Bonds

Stable Income with Corporate Fixed Deposits and Bonds

Corporate Fixed Deposits and Bonds offer stable and predictable returns. While Corporate FDs are time deposits with fixed returns, bonds provide interest payments over time. These products are ideal for conservative investors seeking safety and steady income.

  • Fixed Income: Reliable interest payments.
  • Capital Safety: Low risk of default.
  • Varied Tenures: Choose from short to long-term investments.

Life Insurance Corporation (LIC)

Secure Your Future with LIC Plans

Life Insurance Corporation (LIC) provides a range of life insurance products designed to offer financial protection and growth. Whether you’re looking for traditional endowment plans or unit-linked insurance plans (ULIPs), LIC products help you secure your family’s future while also providing investment opportunities.

  • Financial Protection: Coverage against life risks.
  • Investment Growth: Potential for wealth accumulation.
  • Tax Benefits: Enjoy tax deductions on premiums.

National Pension Scheme (NPS)

Plan for a Comfortable Retirement with NPS

The National Pension Scheme (NPS) is a government-backed retirement savings scheme offering a mix of equity, corporate bonds, and government securities. It’s designed to provide a steady income post-retirement, with tax benefits and flexibility in investment choices.

  • Retirement Security: Regular pension income.
  • Tax Benefits: Deductions on contributions.
  • Flexibility: Choose your investment mix.

General Insurance

Protect Your Assets with Comprehensive General Insurance

General insurance covers various types of non-life insurance products, including health, motor, property, and travel insurance. It safeguards against unexpected financial losses and provides peace of mind through comprehensive coverage options.

  • Health Insurance: Cover medical expenses.
  • Motor Insurance: Protect your vehicle against damage or theft.
  • Property Insurance: Safeguard your home and belongings.

Initial Public Offers (IPO)

Participate in Market Growth with IPOs

Initial Public Offers (IPOs) allow you to invest in a company’s shares before they are listed on the stock exchange. Investing in IPOs can be a lucrative opportunity to own a part of a company at an early stage and potentially benefit from its future growth.

  • Early Investment: Get in on the ground floor.
  • Growth Potential: Opportunity for significant returns.
  • Diversification: Expand your investment portfolio.

Structured Products

Custom-Tailored Investment Solutions with Structured Products

Structured Products combine traditional investments with derivatives to create customized investment solutions. They offer tailored returns based on specific market conditions and can be designed to suit various risk profiles and investment goals.

  • Customization: Tailored to meet specific needs.
  • Diversification: Access to diverse asset classes.
  • Innovative Solutions: Combine investments with derivatives.

Portfolio Management Services (PMS)

Professional Management for Your Investment Portfolio

Portfolio Management Services (PMS) provide personalized investment management by experts who tailor your portfolio according to your financial goals and risk tolerance. Enjoy a high level of service and professional management to optimize your investment returns.

  • Personalized Strategy: Custom investment plans.
  • Expert Management: Professional oversight and adjustments.
  • Transparency: Detailed reports and performance tracking.