Our Services

Mutual Funds

We provide access to a comprehensive range of mutual fund schemes offered by leading Asset Management Companies (AMCs), including:

• Equity Mutual Funds
• Debt Mutual Funds
• Hybrid Mutual Funds
• Index Funds
• Solution-Oriented Funds

Our role is to help you understand these schemes and assist you in selecting suitable mutual fund options based on your financial goals, investment horizon, and risk profile. We also provide ongoing support for SIP registrations, additional purchases, redemptions, switches, and other service-related requests. Disclaimer: - "Mutual fund investments are subject to market risks, read all scheme-related documents carefully."

Health Insurance

Medical emergencies can arise unexpectedly. A suitable health insurance policy can help reduce the financial burden of hospitalization and treatment expenses.

At Shivom Investment Hub, we assist clients in understanding and accessing a wide range of health insurance policies from leading insurance companies.

• Individual Health Insurance
• Family Floater Plans
• Senior Citizen Health Insurance
• Critical Illness Insurance
• Maternity Cover (where available)
• Top-Up & Super Top-Up Plans
• Cashless Hospital Network Information
• Policy Renewals and Claims Assistance

We help you understand and choose suitable health insurance policies based on your healthcare needs, budget, and preferred cashless hospital network.

National Pension System (NPS)

The National Pension System (NPS) is a Government-sponsored, market-linked retirement savings scheme designed to help individuals build a retirement corpus through regular contributions.

Whether you are a salaried employee, self-employed professional, or business owner, NPS offers a disciplined approach to retirement planning along with tax benefits as per prevailing tax laws.

• Individual NPS Registration
• Corporate NPS
• Tier I & Tier II Accounts
• Investment Choice Selection (Active or Auto Choice)
• Account Maintenance & Servicing
• Exit & Withdrawal Assistance

We assist clients in understanding the features, investment options, and account processes under NPS so they can make informed decisions aligned with their retirement goals.

Loan Against Mutual Funds

Need funds for a temporary financial requirement without redeeming your mutual fund investments?

A Loan Against Mutual Funds enables eligible investors to pledge their mutual fund units as collateral and access loan facilities offered by participating lending institutions, subject to their terms and eligibility criteria.

We assist clients with the application process, documentation, and coordination, helping make the process simple and convenient.

Disclaimer: Loan facilities are offered by participating lending institutions. Loan approval, eligible amount, interest rates, tenure, and other terms are subject to the lending institution's policies and applicable regulations.

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