About Us
BPS INVESTMENTS is a successful start-up in the profession of financial solutions distribution namely mutual funds.BPS INVESTMENTS is a successful start-up in the profession of financial solutions distribution namely mutual funds. We ALSO consider Equity broking & Advisory & select ULIP solutions from insurance sector for creating & building financial portfolio.
BPS as the name goes is started by passionate wife & husband duo Bhagyashree & Pradyumna Sevekari who want to create an OPEN ended INVESTMENT CULTURE for their clients.
NO LOCK IN subscriptions other than TAX SAVING INSTRUMENTS is the philosophy.
At BPS INVESTMENTS we believe in MUTUAL FUNDS + EQUITY INVESTMENTS for creating a best investment portfolio for retirement and enjoying life magnificently.
Products & Services
Mutual fund
A mutual fund is a smart investment fund that offers investors the opportunity to invest their money to buy stocks, bonds and short-term debt. The combined holdings of the mutual fund are known as its portfolio. As a mutual fund investor, you don’t directly own the stock in the companies the fund purchases but share equally in the profits or losses of the fund’s total holdings – another reason they’re called “mutual funds.”
Portfolio Management Service
Portfolio management is more than just investment advice, as it can encompass all parts of a person's financial life. The idea is that rather than trying to integrate pieces of advice and various products from a series of professionals, high net worth individuals benefit from a holistic approach in which a single manager coordinates all the services needed to manage their money and plan for their own or their family's current and future needs.
While the use of a Portfolio manager is based on the theory that he or she can provide services in any aspect of the financial field, some choose to specialize in particular areas. This may be based on the expertise of the wealth manager in question, or the primary focus of the business within which the wealth manager operates..
Stock Broking
Stock Broking refers to the process of buying and selling stocks (equity shares) and other financial instruments on behalf of clients through a stockbroker or brokerage firm. A stockbroker is a professional or firm that facilitates the buying and selling of securities in financial markets. Investors can engage in stock broking to gain exposure to equity markets, either to trade for short-term profits or to invest for long-term growth.
Direct Equity
Knowing what is equity is of paramount importance before you start on your investment journey across stock exchanges in India. A company requires funds for its businesses and to meet its working capital requirements. To receive funds, it can resort to both debt and equity instruments. It can provide its shares or stocks through Initial Public Offerings (IPOs) to investors as part of raising funds through equities, or offer loan instruments with fixed interest rates, known as debentures.
Flexi Fixed Deposit
A Flexi-Fixed deposit is a special kind of deposit offered by Indian banks and in other countries as well. It is formed by combining a demand deposit and a fixed deposit. The depositor opting for a Flexi FD is able to avail of both the liquidity of savings and current accounts and the high returns of fixed deposits. Fixed Deposits have been one of the most popular and traditional saving instruments in India for years.
Fixed Deposits
A fixed deposit or an FD is an investment instrument that banks and non-banking financial companies (NBFC) offer their customers. Through an FD, people invest a certain sum of money for a fixed period at a predetermined rate of interest in an FD. The rate of interest varies from one financial institution to another, although it is usually higher than the interest offered on savings accounts.
Equity Advisory
The equity market is vast and complex. Each day you will find thousands of company stocks being traded on the exchanges, each having a unique set of risks, potential and benefits.
It is challenging for new and seasoned investors to find a suitable investment to meet their investment strategy, financial goals, and specific return requirements. An equity advisor is an expert who helps investors with investment decisions. Their job is to guide investors in the right direction and help them find scopes in the stock market.
Business Loan
The business loan meaning is a loan product offered to business owners who have a running company but require external funds for operations. The investment cover expenses such as employee salaries, rent, buying equipment, or expanding the business in other cities.
Lenders analyze the business owner's creditworthiness through factors such as credit score and business turnover. However, entrepreneurs or business owners are legally bound to use the loan amount only to cover business expenses and not use the loan amount to cover personal expenditures.
Corporate Insurance
Corporate or Group Insurance provides comprehensive financial security to large organizations against monetary losses incurred due to unprecedented medical, non-medical, travel-related, or accidental contingencies.
Will Creation Services
"Will Creation Services" typically refers to professional services that assist individuals in creating legally binding wills, outlining how their assets and belongings should be distributed after their death. These services are provided by legal experts, such as solicitors or specialized firms.
Tax Consultant
A tax consultant can help you minimize your tax liability, capitalize on tax deductions and manage your tax situation. With more expertise than standard tax preparers, tax consultants can help with tax planning, inheritance issues, charitable giving and other complex tax needs. Often, these advisors have training in tax law or accounting. Fees vary, depending on the scope of work and the skill and experience of the tax consultant.
Capital Gain Bonds
Capital Gain Bonds are a type of financial instrument that allows taxpayers to save on capital gains taxes by investing in certain government-approved bonds. These are particularly used in the context of the sale of a long-term asset, like real estate or stocks, which results in a capital gain.