THINK TO GROW, GO WITH PRO
About Us
At Proverse Capital, we offer comprehensive financial solutions in partnership with Motilal Oswal Financial Services Ltd. Our range of services cover all your financial requirements.💵
Core Values
Our Services
Come along with us on a thrilling adventure in the world of investing.
Below is a compilation of the services we offer.
As a proud business partner of Motilal Oswal Financial Services Limited, we are dedicated to providing comprehensive financial solutions and personalized services to help our clients achieve their financial goals. Our partnership leverages the extensive expertise and innovative platforms of Motilal Oswal, allowing us to offer a wide range of financial products and services. Here’s what we do:
- Investment Advisory Services:
We offer expert investment advice tailored to the unique needs and objectives of each client. Whether you’re a novice investor or an experienced trader, our team provides guidance on stocks, bonds, mutual funds, and other investment opportunities. - Portfolio Management:
Our portfolio management services are designed to help clients build and manage a diversified investment portfolio. We use advanced analytics and research from Motilal Oswal to optimize returns while managing risk. - Wealth Management:
We provide comprehensive wealth management services, including financial planning, asset allocation, and estate planning. Our goal is to help clients preserve and grow their wealth over the long term. - Research and Insights:
Access to Motilal Oswal’s extensive research and market insights allows us to offer clients in-depth analysis and informed recommendations. We keep our clients updated on market trends, economic outlooks, and investment opportunities. - Trading Services:
We offer a seamless trading experience with Motilal Oswal’s cutting-edge trading platforms. Our clients benefit from fast and secure trading options for equities, derivatives, commodities, and currencies. - Financial Planning:
Our financial planning services cover all aspects of personal finance, including retirement planning, tax planning, insurance planning, and more. We work closely with clients to develop strategies that align with their financial goals and life stages. - Mutual Funds and SIPs:
We provide access to a wide range of mutual funds and systematic investment plans (SIPs) from leading fund houses. Our team helps clients select the right funds based on their risk profile and investment horizon. - Insurance Services:
Through our partnership with Motilal Oswal, we offer a variety of insurance products, including life insurance, health insurance, and general insurance. We help clients choose the right coverage to protect their financial future. - Margin Funding and Loans:
We facilitate margin funding and loan services to help clients leverage their investments for greater financial flexibility. Our solutions are designed to meet the diverse borrowing needs of our clients. - Customer Education and Support:
We are committed to educating our clients about the financial markets and investment strategies. Through workshops, webinars, and one-on-one consultations, we ensure that our clients are well-informed and confident in their financial decisions.
Partner with us and Motilal Oswal Financial Services Limited to experience a holistic approach to financial management and investment. We are here to guide you every step of the way towards achieving your financial aspirations.
We have provided a list below showcasing some of our investment plans.
There is no harm in seeking guidance from a professional expert
Engage in trading based on the guidance provided by professionals.
Make wise investments by utilizing the Smart Basket feature, which includes a selection of top-quality stocks categorized into different baskets.
Investments such as Intelligent Advisory Portfolios offer the expertise of fund managers with extensive experience in the equity market to manage your funds.
Advantages of having insurance
Prioritize health insurance as a crucial aspect of your financial planning. Choose a health insurance policy that allows you to claim the full sum insured amount in case of need.
Ensure the future well-being of your family by acquiring a Term plan to shield them from unforeseen circumstances.
Utilize tax-saving options under Section 80C and benefit from the EEE regime
Prior to filing for Income Tax Return (ITR), it is advisable for investors to explore ELSS mutual funds as they offer tax-saving benefits under Section 80C.
There are various avenues for tax-saving through investments in ETFs, ELSS (Equity Linked Saving Scheme), and other options. Take advantage of these opportunities to save taxes under the EEE (Exempt-Exempt-Exempt) regime.
What customers think of us
★★★★★
Our customers have given us a rating of 4.4 stars.
Exceptionally warm and inviting
They are incredibly welcoming and provide excellent recommendations. They consistently address all your financial requirements with effective solutions.
★ ★ ★ ★ ★
— Anandita
“Highly pragmatic“
They do not lead you astray with your financial troubles; instead, they offer the most suitable solution to assist you.
★ ★ ★ ★ ★
— Harshita
Their service is exceptional.
Their hospitality is so generous that you will feel like part of their family.
★ ★ ★ ★ ★
— Mahesh
“Their solution is tailored to fit your requirements“
They provide excellent care, attentively listening to your financial concerns and offering a tailored solution that meets your needs.
★ ★ ★ ★ ★
— Angelina