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Product Bucket

Ibex Wealth product basket is designed to offer a comprehensive selection of high-quality financial solutions tailored to meet the diverse needs of our clients. From a wide range of investment products like mutual funds to comprehensive insurance options, we provide carefully curated choices to help you secure your financial future.
Whether you are looking to grow your wealth, protect your loved ones, or plan for retirement, our offerings are designed with flexibility and strategy, ensuring customized solutions that align with your financial goals and aspirations.

Explore Ibex product bucket to take the first step towards secured life-time financial plan.

Mutual Fund Investments

Grow your wealth with professionally managed mutual fund investments. We help you choose the right funds based on your risk profile and financial goals. Our services include:

  • Equity, Debt, and Hybrid Mutual Funds

  • Systematic Investment Plan (SIP) & Lump Sum Investments

  • Goal-Based & Tax-Saving Investments (ELSS)

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Insurance Advisory

Protect your future with the right insurance plans. We offer expert advice on:

  • Life Insurance – Term Plans, ULIPs, Endowment Plans

  • Health Insurance – Individual & Family Health Coverage

  • General Insurance – Motor, Home, and Travel Insurance

Stock Market Investment

For those looking to build wealth through direct equity investments, we provide:

  • Stock Selection & Investment Strategies

  • Long-Term & Short-Term Equity Investment Guidance

  • Market Research & Updates

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Portfolio Management Services (PMS)

For high-net-worth individuals (HNIs) seeking professional asset management, we offer:

  • Customized Portfolio Management

  • Diversified & Research-Backed Investment Strategies

  • Active Monitoring & Risk Management

Fixed Return Products

For investors looking for stability, we offer fixed-income options like:

  • Fixed Deposits (Bank & Corporate)

  • Bonds & Debentures

  • Government & RBI-Backed Schemes

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Real Estate Investment Advisory

Real estate is a powerful wealth-building tool. Our services include:

  • Investment in Residential & Commercial Properties

  • Rental Yield & Capital Appreciation Strategies

  • Due Diligence & Transaction Assistance

Loan Against Mutual Funds (LAMF)

Leverage your mutual fund investments without redeeming them:

  • Quick & Easy Liquidity

  • Competitive Interest Rates

  • Retain Market Growth Potential

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