Our Services

Explore Investment options and plans aligned with your financial goals with Beacon - Crest.

Investment Plans

Customised investment plans including Mutual funds, stocks, bonds and corporate fixed deposits to help secure your financial goals.

Financial Consulting

Personalized financial planning and consulting services to help you make informed investment decisions.

Stocks / Equity

Stocks give you ownership in companies and the chance to benefit from their growth. With higher return potential than traditional savings, equities are key to long-term wealth creation.

Our Strategy: We combine research-driven insights, diversification, and disciplined investing to help you navigate market opportunities with confidence and achieve sustainable growth.

Insurance

Insurance provides financial protection and peace of mind by safeguarding you and your family against life’s uncertainties. It ensures stability in times of need while helping secure your long-term goals.

Our Strategy: We offer tailored insurance solutions that balance coverage and affordability—whether it’s life, health, or asset protection—so you can focus on living with confidence, knowing your future is secure.

Fixed Deposits (FDs)

Fixed deposits are one of the least risky ways to grow your savings with fixed returns. They provide stability and security to your financial goals.

Our Strategy: We help you choose the right FD options with competitive interest rates and flexible tenures that suit your requirements.

IPOs (Initial Public Offerings)

IPOs give you the opportunity to invest in companies as they go public, often unlocking early growth potential and long-term wealth creation.

Our Strategy: We analyze upcoming IPOs, assess company fundamentals, and help you make informed investment choices—so you can seize opportunities with confidence.

NFOs (New Fund Offers)

NFOs allow investors to participate in newly launched mutual funds, offering fresh opportunities to diversify portfolios and tap into new market themes.

Our Strategy: We evaluate each NFO based on fund objectives, market potential, and risk profile—helping you select offerings that align with your financial goals and long-term wealth plan.

Bonds (Fixed Income Investments)

Bonds provide a stable and reliable way to earn fixed returns while preserving your capital. They include government, corporate, and tax-saving options, ideal for investors seeking consistent income with lower market risk.

Our Strategy: We help in analysing each bond’s credit rating, maturity profile, and yield potential to ensure a balanced blend of security and performance—helping you build a steady income stream and long-term financial stability.

ETFs (Exchange Traded Funds)

ETFs combine the diversification of mutual funds with the flexibility of stocks, allowing investors to track indices, sectors, or commodities with ease.

Our Strategy: We select ETFs based on performance consistency, liquidity, and cost efficiency—helping you build a balanced, transparent, and growth-oriented portfolio aligned with your financial goals.

NCDs (Non-Convertible Debentures)

NCDs offer fixed-income opportunities with higher returns than traditional deposits, making them ideal for investors seeking steady earnings and lower risk.

Our Strategy: We assess issuers’ credit ratings, tenure, and interest payout structure—ensuring you invest in reliable, high-quality NCDs that balance safety, liquidity, and consistent income for long-term financial growth.