FINANCIAL SERVICES || BARDIYA AND ASSOCIATES LLP

Demat Account Open

Opening a Demat account allows investors to hold securities in an electronic format, making trading and investment management efficient. It simplifies the process of buying and selling stocks, bonds, and mutual funds while ensuring safety and ease of access.

Facilitating easy and secure investment in stocks and bonds.
Providing digital storage for securities and documents.
Ensuring smooth trading and investment tracking.
Helping with account opening, maintenance, and transfers.

Mutual Fund

Mutual funds pool money from various investors to invest in a diversified portfolio of stocks, bonds, or other assets. They offer a professional management approach and provide investors with the opportunity to gain from a broader market exposure with manageable risks.

Diversifying investments across different asset classes.
Offering professional fund management and expertise.
Providing access to both equity and debt funds.
Helping with tax-saving and long-term growth investments.

Insurance Services

Insurance services help individuals and businesses mitigate risks by providing financial protection against unforeseen events. Whether it’s health, life, or property insurance, these services offer security and peace of mind by covering potential losses or liabilities.

Providing a range of insurance options for protection.
Helping with customized policies based on needs.
Guiding on claims process and documentation.
Ensuring compliance with insurance laws and regulations.

Project Finance

Project finance involves securing funding for large-scale projects, often requiring extensive capital investment. It focuses on assessing the project’s financial viability, structuring deals, and ensuring cash flow to support long-term objectives without relying on the company’s balance sheet.

Helping secure funding for infrastructure and projects.
Providing financial modeling and risk assessment.
Structuring deals based on project cash flow.
Assisting with loan agreements and investor negotiations.