Services

Equities

Equities, or stocks, represent ownership in a company and give investors a claim on its assets and earnings. They are traded on stock exchanges and are known for their potential to generate high returns over the long term, though they also carry higher risk due to price fluctuations influenced by company performance, economic conditions, and market sentiment. Investors can earn from equities through capital appreciation and dividends, with common stocks offering voting rights and variable dividends, while preferred stocks provide fixed dividends but no voting rights. Successful Equities investing often involves strategies like diversification, long-term holding, and market analysis to manage risks and maximize returns.

Mutual Funds

A mutual fund is simply a financial intermediary that allows a group of investors to pool their money together with a predetermined investment objective. The mutual fund will have a fund manager who is responsible for investing the pooled money into specific securities (usually stocks or bonds). Mutual funds are one of the best investments ever created because they are very cost efficient and very easy to invest in (you don’t have to figure out which stocks or bonds to buy).

A mutual fund is a collection of stocks, bonds, or other securities owned by a group of investors and managed by a professional investment company. For an individual investor, having a diversified portfolio is difficult.

Portfolio Management Services

Portfolio Management Services (PMS) offer professional investment management tailored to individual financial goals, risk appetite, and market conditions. Managed by experienced portfolio managers, PMS provides customized strategies across equities, bonds, and other asset classes. It is available in discretionary, non-discretionary, and advisory formats, allowing varying levels of investor involvement. PMS actively monitors and adjusts portfolios to optimize returns, making it ideal for ultra high-net-worth individuals (UHNIs) and high-net-worth individuals (HNIs) seeking personalized wealth management. With a minimum investment threshold (Rs.50 lakh in India), PMS aims to deliver superior risk-adjusted returns through expert-driven investment decisions.

Alternative Investment Funds

Alternative Investment Funds (AIFs) are privately pooled investment vehicles that invest in assets beyond traditional stocks and bonds. Regulated by SEBI in India, AIFs cater to ultra high-net-worth individuals (UHNIs) and high-net-worth individuals (HNIs) and institutional investors (with a minimum investment threshold of Rs. 1 Crores in India) offering diversified and high-return potential investments. They are classified into three categories :
AIFs provide investors with access to niche markets, innovative strategies, and professional fund management, but they also come with higher risks and longer lock-in periods.

Insurance

Insurance is a highly misunderstood product and it’s often bought and sold for the wrong reasons. At the same time it’s a very important part of your life and you must know certain ground rules for making the right decisions in this year. Many of us consider insurance just another investment for tax saving. Our day-to-day life is full of unpredictable risks for example loss of life, loss of income, critical illness, disability etc. Insurance planning means figuring out adequate cover against “insurable risks” and getting the maximum out of the premium you pay. Tax exemption is just another aspect of it. The major types of insurance are :

Loans

At Tiger Wealth, we understand this better than most – the toil and sweat that goes into building / buying a house and the subsequent pride and joy of owning one. This is why our Housing loan schemes are designed to make it simple for you to make a choice at least as far as financing goes !

The most reliable Loans Provider, Tiger Wealth offers some unbeatable benefits to its customers – Doorstep Service, Simplified Documentation and Guidance throughout the Process. It’s really easy !

Fixed Deposits

Fixed Deposits are one of the oldest and most common methods of investing. When it comes to assured returns, choosing the right type of savings scheme makes all the difference. Fixed Deposits let you make the most of value-added benefits as you create wealth at low risk.

Fixed Deposits in companies that earn a fixed rate of return over a period of time are called Company Fixed Deposits.

Unlisted Shares

Unlisted shares are shares of a company that are not listed on any stock exchange. These shares are traded privately through over-the-counter (OTC) markets, private placements, or direct transactions between buyers and sellers. Following are the key features :

Recovery of Physical Documents

Recovery of old physical documents or any physical investments into electronic form, refers to the process of retrieving and reclaiming an old investment or transferring old, paper-based investments ( physical shares or bonds or any other document ) into a digital format, essentially allowing you to electronically hold and manage your investment instead of physically storing the certificates. This can involve locating missing share certificates, bonds, insurance policies, or other crucial financial documents. The process may include legal assistance, liaising with financial institutions, government authorities, or regulatory bodies to reclaim ownership or access to investments, often by contacting the issuing company or relevant authorities to verify ownership and have the investment transferred to a digital format ( like a demat account ) or receive the original documents back. Key areas to recover old physical documents :

Key areas to recover old physical investments: