Our Services

Investment Services

Financial Planning and Wealth Creation

Our certified financial planners will work closely with you to create a holistic financial plan that aligns with your risk tolerance and investment objectives. Whether you're starting with a small commitment or looking to grow your existing wealth, we'll help you develop a personalized wealth creation plan that maximizes your earning potential and minimizes your financial risks.

Portfolio Management Services

We offer Portfolio Management Services (PMS) to help high-net-worth individuals (HNIs) and sophisticated investors achieve their financial goals through personalized wealth management strategies. Our investment strategies tailored to each client's financial goals, risk tolerance, and investment horizon. Whether you're seeking capital appreciation, income generation, or wealth preservation, our portfolio managers will design a personalized investment plan to help you achieve your objectives.

Retirement Planning

Plan for a secure and comfortable retirement with our retirement planning services. We'll help you calculate your retirement needs, develop a savings strategy, and choose the right retirement accounts and investment vehicles to achieve your retirement goals.

Child Education Planning

Invest in your child's future with our child education planning services. We'll help you estimate the cost of your child's education, set up dedicated education funds, and choose the right investment options to ensure your child receives the best possible education without compromising your financial security.

Mutual Funds

Discover the benefits of investing in mutual funds as a convenient and efficient way to grow your wealth. Our team will help you select the right mutual funds based on your risk profile, investment horizon, and financial goals. Whether you're looking for equity funds, debt funds, or hybrid funds, we'll guide you through the process of building a tailored mutual fund portfolio.

Equities

We harness the power of artificial intelligence (AI) to provide cutting-edge solutions for equity investing. Our AI-driven investment platform utilizes advanced algorithms and machine learning techniques to analyze market trends, identify investment opportunities, and optimize portfolio performance.

Fixed Deposits

Explore the safety and stability of fixed deposits as a reliable investment option for preserving capital and earning steady returns. We'll help you compare fixed deposit rates from leading banks and financial institutions, ensuring you make informed decisions about where to invest your hard-earned money.

Debt Investments (Bonds, Debentures and G-Secs)

Diversify your investment portfolio with a range of debt instruments, including bonds, debentures, and government securities. Our experts will help you understand the benefits and risks of debt investments and assist you in selecting the right products to meet your financial goals.

Postal Schemes

We understand the importance of safe and reliable investment options for our clients. That's why we offer information and guidance on postal schemes, which are government-backed investment instruments known for their stability and security.

NRI Investments

As a Non-Resident Indian (NRI), investing in India offers a plethora of opportunities for wealth creation and financial growth. At Multiple Investments, we understand the regulations governing NRI investments in India, including the Foreign Exchange Management Act (FEMA) guidelines and the tax implications associated with different investment avenues. We can also help NRIs to manage the currency risk associated with investing in India by considering hedging strategies and maintaining a diversified currency portfolio.

Insurance Services

Health Insurance

Protect yourself and your loved ones from the financial burden of medical expenses with our health insurance plans. Our health insurance policies provide coverage for hospitalization, surgeries, medical treatments, and other healthcare expenses, ensuring you have access to quality medical care without worrying about the cost.

Life Insurance

Secure your family's financial future with our life insurance solutions. Life insurance provides financial protection to your loved ones in the event of your untimely demise, helping them maintain their standard of living, pay off debts, and achieve their long-term financial goals. We offer a variety of life insurance products, including term insurance, whole life insurance, and unit-linked insurance plans (ULIPs), designed to meet your unique needs and preferences.

Term Insurance

Ensure financial security for your loved ones with our term insurance plans. Term insurance offers high coverage at affordable premiums, providing a lump sum payout to your beneficiaries in the event of your death during the policy term. With term insurance, you can provide your family with a financial safety net and peace of mind knowing that their future is secure, even in your absence.

General Insurance

Protect your assets and mitigate risks with our general insurance solutions. Our general insurance policies provide coverage for a wide range of risks, including property damage, fire, theft, liability, and personal accidents. Whether you need home insurance, car insurance, travel insurance, or personal accident insurance, we'll help you find the right coverage to protect your assets and financial well-being.

Tax Complaince & Tax Planning

Income Tax Filing

Our team of tax experts will assist you in preparing and filing your income tax returns in compliance with Indian tax laws. Whether you're an individual, business owner, or NRI, we'll ensure your tax returns are filed accurately and on time, minimizing the risk of penalties and fines.

Tax Planning

We'll work with you to develop a tax planning strategy tailored to your specific circumstances and financial goals. Our tax planning services are designed to help you minimize your tax liability, maximize tax deductions and credits, avail benefits under the Double Tax Avoidance Agreements (DTAAs) and optimize your overall tax position.

Tax Advisory

Our team of tax advisors will provide expert guidance and advice on various tax matters, including tax implications of business transactions, investment decisions, property transactions, and estate planning strategies.

Tax Audits and Assessments

If you're facing a tax audit or assessment by the tax authorities, we'll represent you and provide assistance throughout the audit process. Our goal is to help you resolve any tax issues efficiently and effectively, ensuring compliance with tax laws and regulations.