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Who We Serve

Trusts, Corporates, Cooperatives, HNIs, NRIs and Investors.

Empowering Financial Futures Across Diverse Segments

Diverse Sigments

Veritas Securities caters to various market segments, offering tailored wealth management solutions. From Corporate Treasuries to Family Offices, we ensure efficient cash flow management and secure employee benefits. Our support extends to Educational Trusts, Charitable Trusts, Religious Trusts, Co-operative Societies, and more, addressing diverse needs in education, social causes, and financial services. We also provide specialized offerings for High Net Worth Individuals (HNIs) and Non-Resident Indians (NRIs).

Diverse Clientele: Our Market Segment Focus

Trusts – Educational, Religious and Charitable Trusts

Trusts – Educational, Religious and Charitable Trusts

Products

  • Government Securities
  • State Development Loans
  • PSU and Corporate Bonds / State Guaranteed Bonds
  • Mutual Funds-Debt & Equity

Investment lot size

  • Rs. 5 lacs and over
  • Rs. 1 lac- Rs. 5 lacs
  • Rs. 10 lacs
  • Rs. 5000
Employee Provident Fund, Gratuity / Superannuation Trusts

Employee Provident Fund, Gratuity / Superannuation Trusts

Products

  • Government Securities
  • State Development Loans
  • PSU and Corporate Bonds / State Guaranteed Bonds
  • Mutual Funds-Debt & Equity

Investment lot size

  • Rs. 5 lacs and over
  • Rs. 1 lac- Rs. 5 lacs
  • Rs. 10 lacs
  • Rs. 5000
Co-operative Societies & District Co-operative Banks

Co-operative Societies & District Co-operative Banks

Products

  • Fixed Deposits
  • Government Securities
  • Mutual Funds
  • Corporate Bonds

Investment lot size

  • Rs. 10,000 and over
  • Rs. 1 lac to Rs.5 lacs
  • Rs. 5000
  • Rs. 10 lacs
High net-worth individuals

High net-worth individuals

Products

  • Tax-Free Corporate Bonds
  • Mutual Funds
  • Alternative Investment Funds

Investment lot size

  • Rs. 10 lacs
  • Rs. 5000
  • Rs. 25 lacs and over
Family offices

Family offices

Products

  • Tax-Free Corporate Bonds
  • Mutual Funds
  • Alternative Investment Funds

Investment lot size

  • Rs. 10 lacs and over
  • Rs. 5000
  • Rs. 25 lacs and over
Non Resident Indian (NRI)

Non Resident Indian (NRI)

Products

  • Mutual Funds
  • Bonds
  • Fixed Deposits

Investment lot size

  • Rs. 5,000
  • Rs. 10 lacs and over
  • Rs. 10,000
Retail Investors

Retail Investors

Products

  • Fixed Deposits
  • Mutual Funds
  • Government Securities

Investment lot size

  • Rs. 10,000 and over
  • Rs. 5000
  • Rs. 1 lacs – Rs. 10 lacs and over

FAQs – Investment Related

How to manage my investment portfolio in a balanced manner?