Our Services

Explore expert financial guidance, investment options, and planning tailored to your goals with beacon-crest.

A professional advisor explaining financial charts to clients in a modern office setting.
A professional advisor explaining financial charts to clients in a modern office setting.
Close-up of diverse hands reviewing investment documents and using a calculator together.
Close-up of diverse hands reviewing investment documents and using a calculator together.
Investment Plans

Customized mutual funds, stocks, bonds, and corporate fixed deposits to grow your wealth securely.

Financial Consulting

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

Mutual Funds

Mutual funds pool money from multiple investors and invest it across stocks, bonds, and other assets, offering diversification and professional management. They’re a simple and effective way to grow wealth over time.

Our Strategy: We focus on goal-based investing, risk management, and diversification, supported by expert research, to deliver consistent long-term results tailored to your financial goals.

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 safest ways to grow your savings with guaranteed returns and zero market risk. They provide stability, security, and assured income for your financial goals.

Our Strategy: We help you choose the right FD options with competitive interest rates, flexible tenures, and secure institutions—ensuring steady growth while protecting your capital.

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 guide you in making 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.

Questions You Often Get !!

What services do you offer?

Beacon-crest provides investment options like mutual funds, stocks, bonds, loans, IPOs, and financial consulting services.

How do I start investing?

Begin by consulting our experts to understand your financial goals and risk tolerance before choosing suitable investment products.

Is financial planning available?

Yes, we offer personalized financial planning to help you manage your assets, plan for future goals, and optimize your investment portfolio.

Are corporate fixed deposits safe?

Corporate fixed deposits are generally safe but carry some risk; we help you assess the best options for your needs.

What is an NFO?

A New Fund Offer (NFO) is the initial subscription period for a new mutual fund scheme launched by asset management companies.

How can I contact support?

You can reach our customer support via email, phone, or live chat for any investment or financial planning inquiries.

Beacon-Crest’s expert advice helped me confidently grow my investments and plan my finances.

Anna Lee

A diverse group of professionals discussing financial charts in a modern office setting.
A diverse group of professionals discussing financial charts in a modern office setting.

★★★★★

★★★★★

Beacon-Crest’s expert advice helped me confidently grow my investments and plan my finances.

woman in gray sweater standing on brown leaves during daytime
woman in gray sweater standing on brown leaves during daytime

Kathrine Walton