Comprehensive Product Suite

Products

Explore all our investment, deposit, and protection products at a glance.

Mutual Funds (4 Investment Modes)

Core Service

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Monthly SIP

1. Systematic Investment Plan (SIP)

Disciplined Monthly Compounding

Automated monthly investing starting from ₹500 with Rupee Cost Averaging and optional Step-Up.

Auto-debit from ₹500/mo with Rupee Cost Averaging

Optional annual step-up to match salary increments

For: Salaried professionals & monthly wealth builders.

One-Time

2. Lumpsum Investment

One-Time Capital Deployment

Deploy surplus cash in one go at that day's NAV to maximize compounding for long horizons.

Full capital deployed upfront at that day's NAV

Standard MF Tax: Equity LTCG 12.5% (>₹1.25L), STCG 20%

For: Bonuses, inheritance & surplus cash reserves.

Phased Transfer

3. Systematic Transfer Plan (STP)

Liquid to Equity Phased Transfer

Park lump sum in liquid/debt funds and transfer monthly into equity to eliminate market peak risk.

Earn 6-7% p.a. liquid returns on remaining funds

Averages market entry across 6 to 12 months

For: Large lump sums hesitant of market highs.

Monthly Income

4. Systematic Withdrawal Plan (SWP)

Predictable Monthly Cashflow

Withdraw a fixed pre-set amount periodically while remaining balance continues to grow.

Customizable monthly payout to your bank account

Highly tax-efficient vs traditional FD interest

For: Retirees & regular monthly income seekers.

Fixed Deposits

FD Rates

Yield up to 8.5%+

Corporate Fixed Deposits

High-Yield Fixed Income

Lock in fixed interest yields up to 8.5%+ p.a. from top AAA & CRISIL rated corporate issuers.

Fixed interest yields up to 8.5%+ p.a.

AAA & CRISIL top-rated issuers with monthly/annual payout

For: Conservative investors seeking fixed capital returns.

Insurance & Protection

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80C & 10(10D) Tax-Free

Life Insurance

Term, Savings, ULIP & Pension Plans

Pure protection, endowment savings, market-linked ULIPs, child education & retirement annuity plans aligned to your life stages.

Term, Endowment, Whole Life, ULIP, Child & Pension plans

Tax rules: 80C deduction up to ₹1.5L & tax-free maturity u/s 10(10D)

For: Income protection, milestone savings, child goals & pension.

Health & Asset Cover

General Insurance

Health, Motor, Home & Travel Protection

Complete non-life protection covering cashless medical emergencies, comprehensive vehicle cover, home property, and international travel risks.

Cashless health hospitalization with zero room-rent capping

Zero-depreciation motor, personal accident, home & travel cover

For: Families, vehicle owners, home owners & international travelers.

Need Guidance on Choosing the Right Product?

Talk to an AMFI-registered distributor at WiseNest Wealth.