Key Offerings:
Mutual Fund Distribution:
Over 15 years of proven expertise in mutual fund advisory, ensuring tailored investment solutions aligned with client objectives.
Insurance Solutions: Competitive pricing and comprehensive coverage in term, health, and personal accident insurance, compliant with SEBI guidelines.
Asset Management: Effective portfolio management across various asset classes, including equity and debt transitions, supported by rigorous research and operational excellence.
Financial Planning: Holistic financial planning based on client goals and needs, integrating life and general insurance, mutual funds, bonds, and corporate deposits.
Corporate Consultation: Specialized advisory services for companies, focusing on employee financial well-being and corporate financial planning.
Client Engagement:
Personalized Service: Regular review of client financial goals with a commitment to long-term relationships built on trust and performance.
Compliance: Adherence to SEBI regulations and ethical practices, treating client investments with utmost care and responsibility.
Technology Integration: Complete online solutions for seamless access to financial products and services, ensuring convenience and efficiency.
Service Offerings:
Insurance Expertise: Manifold guarantees competitive pricing in term, health, and personal accident insurance, underscoring their commitment to providing the best deals in the industry.
Asset Class Expertise: They have a strong track record of effectively managing portfolio transitions between asset classes, particularly from equity to debt and vice versa.
Research and Operations: Backed by an in-house research team and offering complete online solutions, Manifold ensures thorough and efficient service delivery.