Our Service

Giving You Financial Power

At Poonam Investment, we offer you a complete range of Mutual Funds like Diversified Equity Mutual funds, Debt Funds, Liquid Funds and all other sort of funds to achieve your long term, medium term and short term Goals. We also offers National Pension Scheme & Loan against Mutual Funds. The approach is to provide you quick transaction services suitable to your profile and risk appetite.

Trading Services

We allow our clients to trade and invest into Equities, Derivatives, Commodities, Currencies, and Mutual Funds all from a single account and single margin.

Estate Planning

Tax Planning refers to the analysis of the financial position concerning the payable tax liability. Tax Planning enables the person.

Tax Planning

Tax Planning refers to the analysis of the financial position concerning the payable tax liability. Tax Planning enables the person.

Mutual Funds

Mutual funds reduce risk of direct investment in stock market especially for people having limited knowledge about market functioning.

Bond

Bonds are the instruments to raise the funds by the Government and Corporate entities from the public.

Corporate Deposits

The Corporate Fixed Deposits, as the name suggests are like any other Fixed deposits issued by the banks. It has also got some characteristics of fixed deposits with some restrictions.

General Insurance

General Insurance covers the risk attached with non-life objects like properties, vehicles, travels, and other valuables

Health Insurance

The health insurance policy is also popularly known as Mediclaim Policy covers cost of medical treatments.

Life Insurance

Life Insurance Provides financial protection to your family after life. Among various insurance products, LIFE INSURANCE.