Loans Against Shares

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One of the latest entrants, Loan against shares is one of the safest bets to place. As wealth advisors, we suggest our clients to procure loans against shares as there is minimum investment, reduced risks and overall, the client is assured of fixed liquidity. Perks also include overdraft facility, account renewability only every 12 months, interest being charged only when actual amount is utilized.

Maximum loan allotted is up to 20 Lacs. It can be taken on:

  1. Demat shares
  2. Mutual Fund units
  3. Fixed Maturity plans (FMP)
  4. Exchange Traded Funds (ETF)
  5. Insurance Policies
  6. Savings Bonds

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