AGM Wealth is a distributor, not an adviser — we help you access and execute the following SEBI-regulated products. Suitability depends on your goals, risk tolerance, and (for PMS/AIF) minimum investment thresholds.
Mutual funds pool money from many investors into a diversified, professionally managed portfolio — reducing single-stock risk and putting decisions in the hands of qualified fund managers.
Most investors — from first-time SIP starters to those building a diversified core portfolio across equity, debt, and hybrid categories.
Fund category, expense ratio, exit load, fund manager track record, and how the scheme fits your goal and time horizon.
A portfolio managed by a SEBI-registered portfolio manager according to a defined strategy, while the underlying securities are generally held in the investor's own name.
Eligible investors seeking a focused, professionally managed portfolio and comfortable with market volatility and strategy-specific risk.
Investment approach, concentration, drawdowns, fees, liquidity, taxation, reporting and the manager's track record across market cycles.
A privately pooled investment vehicle managed under a stated mandate, spanning Category I, II and III strategies across private markets, credit, real assets and market-linked approaches.
Eligible, informed investors seeking exposure beyond conventional mutual funds and able to accept complexity, longer horizons and limited liquidity.
Fund category, strategy, manager experience, lock-in and exit terms, valuation, fees, leverage, concentration and taxation.
A specialised mutual-fund framework permitting differentiated strategies with greater flexibility than conventional mutual funds, within its regulatory framework.
Informed investors who understand the strategy, have appropriate risk capacity and can remain invested for the recommended horizon.
Strategy and asset mix, risk band, use of derivatives, liquidity, benchmark, costs, exit load and the Scheme Information Document.
Lend money to a government body or company in exchange for periodic interest and repayment of principal at maturity — a lower-risk complement to equity holdings.
Investors prioritising capital stability, predictable income, and portfolio diversification against equity market swings.
Issuer creditworthiness, credit rating, tenure, interest rate risk, and liquidity before investing.
Financial protection for your family in the event of your passing — term plans, endowment, and ULIPs depending on your goals and stage of life.
Every earning member with financial dependents, particularly those with loans or young children who'd be affected by a loss of income.
Sum assured adequacy, claim settlement track record, premium payment term, and whether a pure term plan meets your protection need more efficiently than an investment-linked policy.
Coverage for hospitalisation, surgeries, and medical expenses — a foundational protection layer independent of your employer's group cover.
Individuals and families without adequate employer health cover, or wanting cover that continues after a job change.
Room rent limits, sub-limits on specific treatments, waiting periods for pre-existing conditions, and network hospital coverage.
Motor, home, and travel cover — protecting the assets and trips that sit outside your investment and life-protection planning.
Vehicle owners, homeowners, and frequent travellers wanting protection against accidents, damage, theft, or trip disruptions.
Coverage exclusions, deductibles, add-on riders (e.g. zero-depreciation for motor), and claim process convenience.
Tell us what you're saving for — we'll walk you through suitable options.
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