Investment Solutions Tailored to Your Goals
From wealth creation to wealth protection, we offer a comprehensive suite of 12+ financial services backed by top-tier fund houses and institutions.
Complete Range of Services
Every service is backed by our deep market expertise and partnerships with India's leading fund houses, NBFCs, and insurance providers.
Mutual Funds
Access all AMC schemes available across equity, debt, hybrid, and thematic categories. We help you select the right fund aligned with your risk profile and financial goals through SIP or lumpsum investments.
Key Partners / Options
- All major AMC houses available
Portfolio Management Services (PMS)
Professionally managed portfolios from India's top-tier PMS providers. Access strategies with proven track records and experienced fund managers who actively manage your wealth.
Key Partners / Options
- Buoyant Capital (SI: 21.80%)
- Negen Capital (SI: 18.55%)
- Carnelian Shift (SI: 36.04%)
- Burman Capital (SI: 30.10%)
- + 3 more available
Alternative Investment Funds (AIF)
Diversify into high-return alternative strategies through Category I, II & III AIFs. Access exclusive funds not available to retail investors, managed by India's best alternative fund managers.
Key Partners / Options
- Carnelian Bharat Amritkaal
- Buoyant Capital Opportunities
- Motilal Oswal Founders Strategy
- Bharat Value Fund Series IV
- + 3 more available
Unlisted & Pre-IPO Shares
Get early access to promising companies before they list on the stock exchange. Invest in proven businesses with strong fundamentals at pre-listing valuations for significant wealth creation.
Key Partners / Options
- SBI AMC
- InCred Holdings
- ORBIS
- Parag Parikh Financial Advisory Services
- + 2 more available
LRS & Global Investing
Diversify globally through the Liberalised Remittance Scheme. Access international markets with global hedge funds, ETFs, and arbitrage strategies through the Kristal platform.
Key Partners / Options
- Abans Global Arbitrage Fund
- Aravali Global Arbitrage Fund
- FengHe Asia (UTSE) Fund
- Ginkgo AGT Global Growth Fund
- + 1 more available
GIFT City Funds
Both inbound and outbound investment opportunities through India's premier International Financial Services Centre in GIFT City, Gujarat. Tax-efficient access to global and India-focused strategies.
Key Partners / Options
- Alchemy India Long Term Gift Fund
- Carnelian India Amritkaal Gift City Fund
- Sage One SCP Gift City Fund
- UNIFI India Rangoli Gift City Fund
- + 2 more available
Demat & Trading
Complete demat account and trading services for direct equity investment, IPO applications, pre-IPO investments, and access to Sovereign Gold Bonds and National Pension Scheme.
Key Partners / Options
- Trading
- Depository
- IPO
- Pre-IPO
- + 2 more available
Fixed Deposits
Attractive fixed deposit rates from top NBFCs and Small Finance Banks. Secure your capital while earning competitive interest rates higher than traditional bank FDs.
Key Partners / Options
- Shriram Finance Limited
- LIC Housing Finance
- PNB Housing Finance
- ICICI Home Finance
- + 3 more available
Bonds
Invest in high-quality corporate bonds offering attractive yields with varying maturity profiles. Choose from secured and unsecured options based on your risk appetite and income needs.
Key Partners / Options
- NAVI Finserv (10.00%, Mar 2027)
- Vivriti Capital (9.86%, Apr 2027)
- Oxyzo Financial (9.75%, Feb 2027)
- AYE Finance (10.25%, Jun 2027)
- + 2 more available
Insurance Solutions
Comprehensive insurance solutions covering every aspect of your life and business. From term plans to group covers, we ensure complete financial protection for you and your family.
Key Partners / Options
- All Life Insurance Products
- All Health Insurance Products
- All General Insurance Products
- Group Health Insurance
- + 3 more available
Sovereign Gold Bonds
Government-backed gold investment offering the dual benefit of gold price appreciation and a guaranteed interest of 2.5% per annum. Capital gains exemption on maturity after 8 years.
Key Partners / Options
- Reserve Bank of India issued
- Available through Demat
National Pension Scheme
Secure your retirement with NPS offering excellent tax benefits under Section 80C and 80CCD(1B), professional fund management, and flexible investment choices across equity and debt.
Key Partners / Options
- All NPS fund managers available
- Tier I & Tier II accounts
Ready to Take the First Step?
Join hundreds of satisfied investors who trust First Step Consultancy Services for their wealth management needs. Your free consultation is one click away.