Services
Silver Oak Capital

Mutual Funds
Mutual funds pool money from the investing public and use that money to buy other securities, usually stocks and bonds. The value of the mutual…

Life Insurance
Life insurance is a contract between an insurer and a policyholder in which the insurer guarantees payment of a death benefit to named beneficiaries when…

Health Insurance
Health Insurance is an Insurance Policy that protects the policy holder and their family against the medical cost that arise due to an illness, accident…

General Insurance
General insurance or non-life insurance policies, including automobile and homeowners policies, provide payments depending on the loss from a particular financial event. General insurance is…

Demat & Trading account
Demat is simply an account that allows you to hold your shares in an electronic format. A demat account converts the physical shares into an…

Corporate Fixed Deposits
Corporate Fixed deposits are issued by companies and are similar to bank fixed deposit where the client gets a fixed return comparatively at a higher…

Capital Gain Bonds
Capital Gains Bonds Under Section 54 EC of Income Tax, 1961 an investor need not pay any tax on any long-term capital gains arising on…

Estate & Succession Planning
Estate planning is the process of making sure your personal assets are handled according to your wishes after you pass on or become incapacitated. It…

Global Investments
In a world where goods and services move fairly easily across borders, it seemed rather restrictive that an Indian investor couldn’t buy shares of companies…