ELSS mutual funds
Equity-linked savings schemes with the shortest lock-in among Section 80C options (3 years).
Investment solutions
Grow your wealth with purpose and discipline
Mutual funds, SIPs, tax-saving and retirement plans built around your goals and reviewed with you regularly.
Mutual funds
Professionally managed, diversified and goal-aligned
We help you choose funds that match your goals, time horizon and comfort with risk, and keep your portfolio on track.
Equity funds
For long-term goals of five years or more.
Debt funds
For stability and short-to-medium-term needs.
Hybrid funds
A balanced blend of growth and stability.
Index funds
Low-cost, market-linked participation.
SIP investments
Small monthly steps. Big long-term results.
A Systematic Investment Plan builds discipline, averages out market ups and downs, and lets compounding do the heavy lifting.
- Start with as little as ₹500 a month in many schemes
- Step-up SIPs that grow with your income
- Goal-tagged SIPs for education, home and retirement
- Automated through your bank account
Tax saving investments
Save tax the smart way, and grow wealth while you do
We help you use eligible deductions efficiently, based on the tax regime you choose.
Life insurance premiums
Eligible premiums qualify under Section 80C while protecting your family.
Health insurance premiums
Deduction under Section 80D for self, family and parents.
Tax benefits depend on prevailing tax laws, your income and the tax regime chosen, and may change. Please consult your tax advisor.
Retirement planning
Retire on your terms, with dignity and independence
We calculate the corpus you'll need, then build a step-by-step plan to get there, combining SIPs, pension plans and guaranteed income options.
- Retirement corpus calculation adjusted for inflation
- Monthly SIP and step-up plan
- Pension and annuity options for regular income
- Health cover planning for your retired years
Wealth building & financial advisory
A complete plan for financial independence
For families and business owners who want every financial decision to work together.
Goal mapping
Every goal is costed, prioritised and funded.
Asset allocation
The right balance of growth and safety for your stage of life.
Protection first
Insurance gaps closed before wealth is put at risk.
Annual review
Your plan adapts as life, markets and tax rules change.
Ready to put your money to work?
Book a free investment review with Terkar Bima Services.
Mutual fund investments are subject to market risks; read all scheme-related documents carefully. Past performance is not indicative of future returns. Terkar Bima Services is a mutual fund distributor, AMFI ARN: [ARN-XXXXXX].