MP Nagar, Bhopal

MP Nagar, Bhopal

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Our Products & Services

Mutual Funds

Well researched and hand-picked mutual funds that are tailored to the needs of the investor with focus on fund houses with scale of assets under management (AUMs), fund managers with proven track records over multiple business and market cycles.

Unlisted shares

Opportunities to invest in early stage to pre–IPO companies in the Indian markets that may get publicly listed in the near term.

Direct Equity & ETFs

Curated short to medium term trading ideas from leading wealth management firms.

Portfolio Management Services (PMS)

Access to well established bespoke investment strategies from leading PMS firms both on the Debt & Equity asset classes tailored to risk and return appetite of investors.

Insurance (Life and Health)*

Leverage the services of an expert third party insurance advisor recommended by Pioneer Finworld to understand the life and health insurance requirements and provide tailored recommendations for needs of self and family.

Corporate FDs, Listed Corporate Bonds, NCDs, Govt Securities & Gold Bonds

Higher regular income investment opportunities than traditional bank FDs or Govt saving instruments. Tailored to income needs and risk/return appetite based on ratings by leading credit agencies.

Private Equity/Venture Capital Funds

Exciting opportunity to be part of pre-seed to growth stages of start-ups in new-age industries with great potential returns through capital appreciation.

REITs/InvITs

Diversified investment opportunities in the growing Real Estate and Infrastructure Investment Trust sectors for investors seeking steady income streams.

Alternative Investment Funds (AIFs)

Opportunities to invest in a wide array of alternative investment classes across Debt, Equity, Real Estate, and Private Equity asset classes from leading names in the industry.

Gift City offerings

Compelling investment opportunities for NRIs via India’s IFSC at GIFT City — with tax exemptions and easy repatriation on investments in multiple asset classes.

Tax consultation and filing*

Assistance through reputed CA firms for tax consultation, filing, DTAA compliance, repatriation, and estate planning under domestic & international laws.

Legal consultation and advice*

Comprehensive legal expertise for wills, offshore structuring, succession, and compliance with Indian and international regulations.