"All sorts of services related to Financial Goal planning through Mutual funds asset classes like Debts, Equity, Bonds (SIP, SWP, STP, E L S S, Lumpsum), Insurances (Life, Health and General), be it advice on a plan which will best suited to individual needs as per age, risk appetite, lifestyle, lifestage and adjusting inflation, diversified investment. Investment in a scheme, buying a new plan/policy or claim settlement." Provide securities paper mortgage loan.