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Services

Financial support,
explained properly.

Each service has a different purpose. Use this page to understand what Igris can help with, what the process looks like and what to expect before you start.

Capital Structuring

Borrow for a purpose,
not just a rate.

We help you understand and arrange credit for specific needs, then coordinate the application with suitable lending partners.

What it covers

  • Home loans
  • Loan against property
  • Business loans
  • Personal loans
  • Credit solutions

How we help

We collect the basic requirement, understand eligibility and documentation, compare available routes and coordinate with the relevant lending partner.

Discuss a loan →
Wealth Creation

Build wealth around
your time horizon.

Investing support focused on mutual funds, SIPs, index funds and goal-based planning. The aim is to make the numbers and trade-offs understandable before you invest.

What it covers

  • Mutual fund distribution
  • SIP planning
  • Lumpsum planning
  • Goal-based investing
  • Index-fund exposure

How we help

We discuss the goal, time horizon and risk considerations, explain available products and help with execution and ongoing review.

Use the calculators →
Risk Protection

Protect the income
behind the plan.

Insurance is considered around actual coverage needs rather than simply choosing a product. The objective is to identify important risks and understand the available protection.

What it covers

  • Term / life insurance
  • Health insurance
  • Personal accident
  • Critical illness
  • Policy review

How we help

We understand the people and obligations that depend on you, review existing cover and help you compare suitable policy options through the relevant insurer.

Review protection →
Support Services

Small financial tasks
shouldn't become big problems.

Practical support for common financial administration and periodic reviews, especially where a client needs help understanding the next step.

What it covers

  • ITR filing assistance
  • Tax support
  • Credit-health guidance
  • Periodic goal reviews
  • General financial coordination

How we help

We first understand what needs to be completed, identify the appropriate route and coordinate with the relevant professional or institution where required.

Talk to us →
Our process

From question
to action.

The process is deliberately straightforward. You should know what is being considered before anything is executed.

01

Discovery

Understand goals, income, commitments and concerns.

02

Health check

Review existing loans, investments, insurance and gaps.

03

Strategy

Map practical options to the goal and time horizon.

04

Execution

Coordinate applications, SIPs and protection with the relevant institution.

05

Review

Keep the plan aligned as circumstances change.

Next step

Not sure which service
fits your situation?

You don't need to choose the right category before speaking with us.

Start a Conversation →