
Innovation in Finance. Excellence in Service.
PointTrade offers smart, reliable, and customer-focused financial services designed to help you grow and secure your wealth.
WHAT WE DO
Our Expertize & Services
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PMS
At PointTrade, we offer bespoke Portfolio Management Services (PMS) designed for high-net-worth individuals who seek personalized, professionally managed investment portfolios. Our experienced portfolio managers craft tailored strategies aligned with your financial goals, risk tolerance, and investment horizon.

Fix Income
At PointTrade, our Fixed Income Services offer investors a reliable and stable way to grow their capital with lower volatility. We specialize in building portfolios of debt instruments including high-quality corporate bonds, government securities, and fixed-deposit alternatives.

SIP
At PointTrade, our Systematic Investment Plan (SIP) service helps you build long-term wealth through disciplined, regular investing. With small monthly contributions, SIPs allow you to benefit from compounding, market averaging, and expert-managed mutual fund strategies.

SWP
At PointTrade, our Systematic Withdrawal Plan (SWP) provides you with a steady and tax-efficient stream of income from your investments. Designed for retirees and individuals seeking regular cash flow, SWP ensures consistent withdrawals while your remaining capital continues to grow.

STP
At PointTrade, our Systematic Transfer Plan (STP) helps you move your investments from one fund to another in a disciplined and strategic manner. STP reduces market risk by transferring a fixed amount at regular intervals, ensuring smoother entry into equity while keeping your capital protected in safer funds.

HEALTH
At PointTrade, our Health Insurance Solutions ensure that you and your family stay financially protected during medical emergencies. We help you choose the right policy with comprehensive coverage for hospitalization, treatments, surgeries, and critical illnesses. With expert guidance, seamless claim support.

GENERAL
At PointTrade, our General Loan Services provide quick and flexible financial support for all your personal and business needs. Whether it’s for emergencies, education, home improvement, working capital, or any planned expense, we help you access the right loan with competitive rates and minimal paperwork.

LIFE
At PointTrade, our Life Insurance Solutions are designed to secure your family's financial future with reliable protection. We help you choose the right life cover that ensures your loved ones stay financially stable in case of any uncertainty. With trusted plans, affordable premiums, and expert guidance.

HOME
At PointTrade, our Home Loan Services help you turn your dream home into reality with easy financing, competitive interest rates, and flexible repayment options. Whether you're buying a new property, constructing a house, or refinancing an existing loan.

PERSONAL
At PointTrade, our Personal Loan Services provide quick and hassle-free access to funds for your personal needs—whether it's medical expenses, travel, education, home renovation, or emergencies. With flexible repayment options.

BUSINESS
At PointTrade, our Business Insurance Solutions are designed to protect companies from financial losses caused by unexpected risks such as fire, liability claims, equipment damage, theft, and operational disruptions. We help businesses choose the right.