NSENIFTY 5024,004.50 8.55 (+0.04%)BSESENSEX76,903.24 67.46 (+0.09%)NSEBANK NIFTY56,878.80 208.40 (−0.37%)USS&P 5007,413.18 1.20 (+0.02%)USNASDAQ24,932.08 43.72 (−0.18%)USDOW JONES52,210.08 262.88 (+0.51%)COMEXGold4,050.40 26.60 (−0.65%)COMEXSilver57.68 1.04 (−1.77%)
Because Wealth Deserves Direction8976369555
Skip to content
SKAAY Investment Services LLP

A complete shelf, through licensed channels

Everything in one place, distributed and facilitated through AMFI-registered, IRDAI-licensed and SEBI-regulated channels. Open any product below to see exactly what it covers.

Eleven product categories under one roofAMFI-registered, IRDAI-licensed and SEBI-regulated channelsRegular Plan commission disclosed upfront
Reviewing an investment portfolio across asset classes
What We Offer

Everything you need, under one roof

11 product categories, each facilitated through AMFI-registered, IRDAI-licensed and SEBI-regulated channels. Open any one to see exactly what it covers and how we help you access it.

The core of most goal-based portfolios. We help you build and maintain a mutual fund portfolio across equity, debt and hybrid categories, drawn from the AMCs we are empanelled with and matched to your documented risk profile and time horizon.

Equity, debt, hybrid and index / ETF categories
Scheme selection based on documented risk profiling and suitability
SIP, STP and lump-sum structuring
Scheduled reviews and disciplined rebalancing

For stability and predictable income alongside your growth assets. We facilitate access to government securities, corporate bonds and other fixed-income instruments through SEBI-regulated intermediaries.

Government securities and treasury instruments
Corporate bonds and non-convertible debentures
Laddering to match your income needs and maturities
Credit quality and tenure explained before you invest

Direct equity and primary-market access, executed through empanelled, licensed brokers. As a Motilal Oswal authorised partner we facilitate the account opening, execution and consolidated reporting.

Demat and trading account onboarding
IPO and FPO application facilitation
Execution through empanelled, licensed brokers
Reporting consolidated with your other holdings

For investors who meet the regulatory eligibility thresholds. We facilitate access to Portfolio Management Services and Alternative Investment Funds through SEBI-registered managers, and help you compare mandates, costs and lock-ins before you commit.

Eligibility and minimum-ticket checks
Comparison of mandates, strategies and fee structures
Onboarding through SEBI-registered PMS / AIF managers
Statements consolidated with your wider portfolio

A newer SEBI-regulated category that sits between mutual funds and PMS / AIFs, with wider strategy flexibility and its own eligibility rules. We facilitate access for investors who qualify, and explain how it differs from what you already hold.

How SIFs differ from mutual funds and AIFs
Eligibility and minimum investment checks
Facilitated through SEBI-regulated providers
Risk, strategy and lock-in terms walked through first

Access to private-market opportunities through registered and empanelled channels, for investors who understand and can absorb the illiquidity and concentration involved.

Access via registered and empanelled channels
Illiquidity, lock-in and concentration risks explained upfront
Suitability assessed against your wider portfolio
Documentation and onboarding support

Shares in companies not yet listed on an exchange, sourced through registered channels. Valuation, liquidity and exit timelines differ materially from listed equity, and we walk through all of it before anything is bought.

Sourced through registered channels
Valuation and exit-timeline expectations set upfront
Transfer and dematerialisation support
Sized as a small satellite allocation, never the core

Many families hold forgotten or physical shareholdings. We help convert physical certificates into demat form and assist with recovering shares and dividends that have been transferred to the Investor Education and Protection Fund.

Dematerialisation of physical share certificates
IEPF claim preparation and follow-up
Transmission and nomination corrections
Tracing unclaimed dividends and old holdings

Protection sized to defend the roadmap, distributed through IRDAI-licensed representatives. We start from a risk audit rather than a product, then fill only the gaps that are actually there.

Term life, health and personal-accident cover
Income-protection and critical-illness options
Review of existing policies for overlaps and gaps
Annual adequacy audits as life changes

Sometimes the right answer is to borrow against an asset rather than sell it and break a long-term plan. We facilitate loans against securities, mutual funds and property through empanelled lending partners.

Loan against shares, mutual funds and bonds
Loan against property and home loans
Facilitated through empanelled lending partners
Weighed against the cost of liquidating investments

The final stage of the roadmap. We coordinate with empanelled legal counsel so wealth transfers with clarity rather than dispute, and align nominations across every account you hold.

Will drafting coordinated with empanelled legal counsel
Nomination alignment across all accounts and assets
Succession and transmission guidance for the family
Documented so nothing is left ambiguous

Mutual fund products are distributed under Regular Plans, under which SKAAY earns commission or brokerage from the respective Asset Management Companies; this is disclosed in the interest of full transparency. Our product shelf is limited to the schemes and products we distribute, and you are free to consider other products available in the market that we do not offer. SKAAY does not charge a separate advisory fee and offers only incidental guidance in connection with the distribution of these products.

Let's start with a conversation

No pressure and no obligation. We listen first, then help you build the roadmap.