OUR FINANCIAL SERVICES
Financial Solutions for
Every Stage of Life
At Kaygee Finserv, we offer a range of financial
solutions designed to help individuals and families
invest, protect, plan and work towards their long-term
financial goals.
STABILITY • INCOME • DIVERSIFICATION
Fixed Income
Explore fixed-income investment options
designed for individuals looking for
stability, income opportunities and
diversification within their financial
portfolio.
Capital Gain Bonds
54EC Bonds
Explore eligible capital gain bonds
under Section 54EC for applicable
long-term capital gains tax planning,
subject to prevailing rules and
regulations.
02
Corporate Bonds
Fixed Income Opportunities
Explore corporate bonds across
different issuers, maturities and
credit profiles as part of your
fixed-income investment portfolio.
03
Government Securities
Government-Backed Instruments
Explore government securities for
fixed-income exposure, portfolio
diversification and long-term
financial planning.
PROTECTION • SECURITY • PEACE OF MIND
Insurance
Explore insurance solutions designed
to help protect your family, health
and financial future against
unforeseen circumstances.
Life Insurance
Protect Your Family
Explore life insurance solutions
designed to help provide financial
protection for your family and
loved ones.
02
Health Insurance
Healthcare Protection
Explore health insurance options
that may help manage eligible
medical expenses, hospitalization
and healthcare requirements.
03
Term Insurance
Long-Term Protection
Understand term insurance options
designed to provide financial
protection for your loved ones
over the selected policy term.
INVEST • GROW • STAY CONSISTENT
Mutual Funds & SIPs
Explore mutual fund investment options
across different categories and build
disciplined investment habits through
Systematic Investment Plans.
SIP
Systematic Investment Plan
Invest a fixed amount at regular
intervals and build disciplined
investment habits towards your
long-term financial goals.
02
Equity Funds
Long-Term Growth
Explore equity-oriented mutual fund
categories for investors seeking
long-term capital growth and willing
to accept market-linked risk.
03
Debt Funds
Fixed-Income Exposure
Explore debt mutual funds that invest
primarily in debt and fixed-income
securities across different maturities.
PLAN • INVEST • SAVE
Tax Planning
Explore eligible financial products
that may help support your tax planning
while keeping your long-term financial
goals in focus.
ELSS Funds
Equity Linked Savings Scheme
Explore ELSS mutual funds that may
provide eligible tax benefits under
applicable provisions while investing
primarily in equity markets.
02
Tax-Saving Fixed Deposits
Fixed Deposit Options
Explore eligible tax-saving fixed
deposit options with prescribed
lock-in periods and applicable
tax-related provisions.
03
Tax Planning Options
Plan With Clarity
Understand different tax-saving
investment options based on your
financial goals, investment horizon
and requirements.