Client Area
Products
At 4X Wealth Financial Services, we are dedicated to empowering individuals and families to achieve their financial aspirations. We offer a holistic suite of financial products and services, designed to cater to your diverse needs at every stage of life. Explore our offerings below
Mutual Funds
- Equity Mutual Funds (Large Cap, Mid Cap, Small Cap)
- Debt Mutual Funds (Corporate Bond, Gilt, Liquid Funds)
- Hybrid Mutual Funds (Balanced, Aggressive, Conservative)
- Tax-saving Mutual Funds (ELSS)
- Index Funds and ETFs
Insurance Products
- Health Insurance
- Critical Illness
- Personal Accident
- Car Insurance
- Two Wheeler Insurance
- Travel Insurance
- Term Life Insurance
- Invest Plan Insurance
Portfolio Management Services (PMS)
- Discretionary PMS (subject to registration)
- Non-discretionary PMS (subject to registration)
Retirement and Pension Products
- National Pension System (NPS)
- Public Provident Fund (PPF) (facilitation only)
- Annuity Plans
Fixed Income Products
- Bank Fixed Deposits
- Corporate Fixed Deposits
- Bonds and Non-Convertible Debentures (NCDs)
Loans (Facilitation Only)
- Personal Loans
- Home Loans
- Gold Loans
- Loan Against Securities
Commodity Investment Facilitation
- Sovereign Gold Bonds
- Digital Gold
Demat Account Services
- Opening and servicing Demat accounts
Educational Resources and Financial Literacy Support
- Investor awareness newsletters, webinars, and insights