Lumpsum Robo Advisor

Investing in Equity and Equity related instruments refers to the investment in publicly traded shares of companies listed on recognized stock exchanges (in India and overseas) and all such schemes that may have such shares as an underlying holding. It may also involve and not limited to investments in Equity Derivatives and or in unlisted shares of companies that may not be publicly traded. Such instruments may be more tax efficient that traditional investment options.

Investing in Debt markets and instruments involves investment in usually fixed interest securities that may be listed or unlisted. These securities may be in the form of Government Bonds, Corporate Bonds and other State Government Bonds/Municipal Bonds and or Bank Fixed Deposits (Public as well as Private). Tax free bonds are usually issued by central or state government/specialized agencies that do not attract any tax on interest earned. Such instruments may also be more tax efficient that traditional investment options.