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Why Helios Global Investments

Helios Global is the fastest growing integrated wealth management and leading investment advisory group in India, established in 2016-17, that offers a range of individual and group investment solutions that comprises of various investment products such as Retirement Investment Plan, Life Insurance, Business Venture, Vacation Planning, House Investment, Tax Planning, Car investment, along with Children’s Marriage and Higher Education Plans, which benefits catering to specific needs of customers during each stage of their lives. In order to simplify investing in mutual funds and enjoy the freedom and flexibility to Plan, Choose, Transact and keep a track of your investment. Now invest in mutual funds from anytime anywhere online!

We are the people with the devotion of avuncular and advisory traits. We build credence in an investors while investing for themselves. Apparently, it’s important to learn before you invest is – Where to invest? and How to invest ? We have great experienced advisory team for those who are thinking to invest to make their future secure and safe. We truly believe in the transformative power of investments and their ability to simplify life, elevate ones experiences, engage and inspire people everywhere. Good relationships come from collaboration.

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Mutual Fund

Planning for financial security involves making investments. Beyond bank fixed deposits and stocks, mutual funds are viewed as a popular investment option. Prior to investing, understanding key performance indicators will help you choose the mutual funds best suited to your needs.

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Peer To Peer Lending

Peer-to-peer (P2P) lending allows borrowers and lenders to connect directly through an online platform, securing better rates by eliminating intermediaries like banks. This method offers an alternative approach to financing.

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AIF

Alternative Investment Funds (AIFs) are privately pooled investment vehicles, classified by SEBI into Category I, Category II, and Category III AIFs. These funds can manage assets such as start-ups, SME funds, infrastructure funds, private equity funds, and hedge funds, which may trade in listed or unlisted derivatives depending on the fund type.

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Bond

To enhance your portfolio's risk-return profile, incorporating Bonds/NCDs can provide diversification and reduce volatility, creating a more balanced portfolio. For investments in Bonds/NCDs, consider choosing Helios Global.

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Gold

Various gold investment schemes are available, including Gold Funds, Gold ETFs, and SGBs, which allow you to invest in gold without physically holding it. In India, gold is a highly preferred investment due to its high liquidity and ability to beat inflation.

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Loan Against Securities (LAS)

Loan Against Securities (LAS) enables you to borrow funds while retaining your portfolio and investments, meeting immediate or short-term needs. With LAS, you can pledge your equity shares, mutual fund holdings, fixed maturity plan investments, insurance, and bonds. Helios Global offers quick and secure financing through loans against securities, ranging from Rs. 25,000 to Rs. 100 crore, with interest rates starting at 7.5% per annum.

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Top Performing Funds

ICICI PRUDENTIAL INFRASTRUCTURE FUND Invest Now
1 Year
2 Year
3 Year
5 Year
68.45%
55.34%
40.17%
28.75%
KOTAK INFRASTRUCTURE AND ECONOMIC REFORM FUND STANDARD Invest Now
1 Year
2 Year
3 Year
5 Year
64.47%
43.48%
38.42%
29.02%
IDFC EMERGING BUSINESSES FUND Invest Now
1 Year
2 Year
3 Year
5 Year
64.47%
43.48%
38.42%
29.02%
ICICI PRUDENTIAL MANUFACTURE IN INDIA FUND Invest Now
1 Year
2 Year
3 Year
5 Year
64.47%
43.48%
38.42%
29.02%
AXIS SMALL CAP FUND Invest Now
1 Year
2 Year
3 Year
5 Year
64.47%
43.48%
38.42%
19.02%
15+
Years of existence
5
Office locations in Gurgaon
15+
Team Members
80Cr+
Asset Under Management
500+
Individual clients

Frequently asked questions