Mutual Funds & Systematic Investment Plans (SIP)
Mutual funds provide accessible, professionally managed diversification across India's premier equity, debt, and hybrid assets. At Easy Investology, we help you build customized SIP portfolios aligned with your goals, tenure, and risk tolerance.
Equity & Index Funds
Large Cap, Mid Cap, Small Cap, and Flexi Cap schemes designed for long-term capital compounding.
Debt & Liquid Funds
Capital preservation tools including Short Duration, Banking & PSU Debt, and Corporate Bond funds.
Tax Saving (ELSS)
Dual benefit of tax deductions under Section 80C and potential equity market appreciation.
Comprehensive Insurance Solutions
Protecting your family's financial dignity and commercial assets against life's uncertainties. We assist with comparative policy analysis, documentation, and hassle-free claim settlements.
Term Life Insurance
High-sum assured pure protection policies ensuring your family's future security.
Health & Mediclaim
Comprehensive hospitalization, critical illness, and family floater covers.
ULIP & TULIP
Market-linked insurance cum investment plans offering wealth growth with life cover.
General Insurance
Motor, Marine cargo, Fire & property, Travel, and SME business insurance.
Corporate Fixed Deposits & Bonds
Earn superior, predictable yields compared to conventional bank deposits through high-credit rated corporate FDs from India’s premier financial powerhouses:
Bajaj Finance FD
AAA-rated safety, flexible tenures, and attractive senior citizen interest rates.
Shriram Finance FD
High-yielding deposits with monthly, quarterly, or cumulative payout options.
Mahindra Finance & Housing
Trusted institutional deposits from Mahindra Finance, PNB Housing, and ICICI Home Finance.
Unlisted Equity & Pre-IPO
Gain pre-listing exposure to high-growth private Indian unicorns and proven leaders before their initial public offering (IPO).
Inquire Unlisted Shares →Loan Against Securities
Access emergency liquidity or business capital against your mutual funds, equity shares, or insurance bonds without selling your assets.
Check LAS Eligibility →Tax & Succession Planning
Structuring portfolios to optimize capital gains tax, Section 80C/80D benefits, and creating smooth family estate transition mechanisms.
Consult Specialist →Need Help Structuring Your Financial Portfolio?
Our financial advisors in Mumbai and Thane analyze your current assets and recommend an optimized, tax-efficient roadmap.
Schedule Confidential Consultation