... Products. One Relationship.
Stop managing 6 advisors for 6 problems you could solve in one call.
Every serious investor in India juggles a CA for taxes, a broker for stocks, an agent for insurance, a banker for loans, an RM for mutual funds, and someone who “knows someone” for angel deals. You spend more time coordinating advisors than building wealth.
DealPlexus is the financial supermarket that eliminates that fragmentation. Investments, loans, and insurance , ... products across three categories , available through a single relationship, with the advisory depth of an investment bank behind every recommendation.
The benchmark is no longer “how many advisors do you have.”
Why Browse Everything in One Place?
Most financial platforms are built for one thing. A broker wants you in equities. An insurer wants you in their policies. A banker wants you in their loan book. Every provider has a product bias baked into their advice.
DealPlexus has no proprietary products to push.
We operate with institutional advisory discipline across every category , which means we structure, compare, and recommend based on your outcome, not our margin. When a business owner comes to us for a loan, we also look at whether unlocking property value via LAP is smarter. When an HNI asks about mutual funds, we assess whether a PMS or AIF is a better fit for their tax bracket and timeline.
Three things make this different from any aggregator or single-category advisor:
Investment banking rigor applied to every product.
The team that structures ₹1-500 Cr M&A transactions brings the same analytical discipline to a ₹50L SIP recommendation or a ₹5 Cr home loan. Outcomes matter more than ticket size.
No proprietary bias.
We work with multiple banks, insurers, fund houses, and AMCs across all our products. The right product is always chosen from the full market , not a limited shelf.
Tax optimization woven into every recommendation.
Every investment has a tax consequence. Every loan has a tax angle. Every insurance policy has tax implications most buyers never consider. Most advisors optimize one product at a time. We optimize the portfolio.
Three Categories. Every Financial Decision Covered.
India’s financial market is ₹600+ trillion across investments, credit, and insurance. The problem has never been a shortage of products. The problem has been access , and the intelligence to navigate it without conflict of interest.
Investments
From direct equities to angel deals to structured AIFs. If capital needs to work harder, it belongs here.
Loans
From home mortgages to MSME working capital to complex project finance. If capital needs to be raised or restructured, it belongs here.
Insurance
Health, life, and general coverage that protects the wealth you're building. Not sold as an afterthought , structured as a financial decision.
The tabs below aren’t a menu. They’re a financial architecture for your life or your business.
Build Wealth with the Depth of an Investment Bank Behind You
India's investment markets have never been more accessible , or more complex. At ₹450+ trillion in equities alone, the opportunity is enormous. But most retail investors are stuck in category silos: a mutual fund app here, a broker app there, an angel deal through a WhatsApp group. No coherent strategy. No tax layer. No link between products.
DealPlexus covers the full investment spectrum , from high-conviction pre-Series A bets to goal-based SIPs , with the same advisory rigor applied across all seven product categories. Every investment recommendation accounts for return potential, tax impact, liquidity, and fit with your broader financial picture.
Angel Investing , Jindagi Live AIF
Back the next big startup before the crowd gets in.
India's angel investing market sits at $1.8-2 billion and growing at 15-18% CAGR. The best pre-Series A deals have historically returned 10-50x , but access has been restricted to founder networks and elite syndicates.
Through the Jindagi Live AIF, DealPlexus gives accredited investors institutional co-investment access alongside professional deal teams. Every opportunity is sourced, vetted, and structured with investment banking discipline , not WhatsApp forwards. You see the deal memo, the due diligence, and the exit thesis before you commit a rupee.
This is angel investing with the rigor of venture capital and the access of an insider.
Investment Banking Advisory
₹1 Cr or ₹500 Cr , you deserve the same quality of advice.
India's investment banking market is a ₹2-2.5 trillion opportunity. But the leading firms , Avendus, Axis Capital, JM Financial , primarily serve large-cap mandates. Mid-market companies raising ₹10-100 Cr face a gap: too big for a CA, too small for a Tier-1 IB.
DealPlexus fills that gap. M&A advisory, IPO preparation, capital structuring, fund raises , executed with Big-4 analytical rigour at mid-market pricing. Whether you're acquiring a competitor, preparing for a strategic sale, or structuring a cross-border transaction, our investment banking team handles the full mandate from teaser to close.
No referral fees disguised as advisory. No surface-level templates. Full-service, transaction-grade execution.
Alternative Investment Funds (AIFs)
Beyond mutual funds. Into institutional-grade alpha.
India's AIF industry manages ₹5.5-6 trillion in assets , and growing at 18-22% CAGR as sophisticated investors look beyond traditional equity and debt. Category I, II, and III AIFs offer access to private equity, hedge strategies, infrastructure deals, and structured credit that simply aren't available through conventional channels.
DealPlexus provides curated access to AIFs across all three SEBI-regulated categories. We don't just list funds , we advise on allocation strategy, tax treatment (pass-through vs. opaque), lock-in implications, and how AIFs fit alongside your PMS or fixed income portfolio.
If you're an HNI with ₹1 Cr+ to allocate and you're still only in mutual funds, you're leaving institutional-grade returns on the table.
Fixed Income Security
Predictable returns. Tax-efficient structure. Zero guesswork.
India's fixed income market spans ₹90-100 trillion , bonds, NCDs, structured products, securitized instruments. Yet most retail investors and even HNIs are underexposed to fixed income, defaulting to FDs that underperform post-tax.
DealPlexus structures fixed income allocations across government bonds, corporate NCDs, and bespoke structured products , with full transparency on yield-to-maturity, credit ratings, tax treatment, and liquidity. We compare options across Wint Wealth, Grip Invest, Jiraaf, and direct issuances to find the instrument that matches your risk appetite and tax bracket.
Fixed income isn't boring. Done right, it's the yield engine that funds your equity risk.
Mutual Funds
Goal-based investing. Tax-efficient selection. No platform bias.
India's mutual fund industry has crossed ₹53-55 trillion in AUM , a number that reflects both the scale of the opportunity and the scale of the noise. Every aggregator, app, and direct platform claims to offer the best funds. Most optimise for clicks, not outcomes.
DealPlexus approaches mutual fund selection differently: we start with your goal (retirement, children's education, corpus in 10 years), work backwards to asset allocation, then build a fund mix that balances return potential with tax efficiency under the new capital gains regime.
If you're already investing via DIY platforms and haven't reviewed your portfolio's tax exposure or overlap in the last 12 months, this conversation is worth having.
Portfolio Management Service (PMS)
Discretionary wealth management for those who've moved beyond mutual funds.
India's PMS industry manages ₹8-9 trillion , and growing at 22-25% CAGR as HNIs graduate from pooled funds to individually managed portfolios. The minimum ticket is ₹50 lakhs. The payoff is a portfolio built for you, not 10,000 other investors.
DealPlexus provides access to both discretionary and non-discretionary PMS strategies across leading managers, alongside independent advisory on selecting the right PMS based on your investment philosophy, tax bracket, and liquidity needs.
We don't earn higher commissions for pushing one PMS over another. We earn your trust by recommending the right one.
Stock Market
Direct equity access, backed by research , not rumor.
India's equity market carries a ₹450-475 trillion market cap and growing retail participation. But most retail investors in direct stocks are underserved: discount brokers provide execution, not conviction. Research reports are generic. Position sizing is gut feel.
DealPlexus combines direct equity access with research-backed recommendations and advisory on portfolio construction , helping you move from opportunistic stock picks to a structured equity portfolio with a clear return mandate and exit discipline.
If your stock portfolio is a collection of tips from different sources with no coherent thesis, it's time to restructure.
Angel Investing , Jindagi Live AIF
Back the next big startup before the crowd gets in.
India's angel investing market sits at $1.8-2 billion and growing at 15-18% CAGR. The best pre-Series A deals have historically returned 10-50x , but access has been restricted to founder networks and elite syndicates.
Through the Jindagi Live AIF, DealPlexus gives accredited investors institutional co-investment access alongside professional deal teams. Every opportunity is sourced, vetted, and structured with investment banking discipline , not WhatsApp forwards. You see the deal memo, the due diligence, and the exit thesis before you commit a rupee.
This is angel investing with the rigor of venture capital and the access of an insider.
Investment Banking Advisory
₹1 Cr or ₹500 Cr , you deserve the same quality of advice.
India's investment banking market is a ₹2-2.5 trillion opportunity. But the leading firms , Avendus, Axis Capital, JM Financial , primarily serve large-cap mandates. Mid-market companies raising ₹10-100 Cr face a gap: too big for a CA, too small for a Tier-1 IB.
DealPlexus fills that gap. M&A advisory, IPO preparation, capital structuring, fund raises , executed with Big-4 analytical rigour at mid-market pricing. Whether you're acquiring a competitor, preparing for a strategic sale, or structuring a cross-border transaction, our investment banking team handles the full mandate from teaser to close.
No referral fees disguised as advisory. No surface-level templates. Full-service, transaction-grade execution.
Alternative Investment Funds (AIFs)
Beyond mutual funds. Into institutional-grade alpha.
India's AIF industry manages ₹5.5-6 trillion in assets , and growing at 18-22% CAGR as sophisticated investors look beyond traditional equity and debt. Category I, II, and III AIFs offer access to private equity, hedge strategies, infrastructure deals, and structured credit that simply aren't available through conventional channels.
DealPlexus provides curated access to AIFs across all three SEBI-regulated categories. We don't just list funds , we advise on allocation strategy, tax treatment (pass-through vs. opaque), lock-in implications, and how AIFs fit alongside your PMS or fixed income portfolio.
If you're an HNI with ₹1 Cr+ to allocate and you're still only in mutual funds, you're leaving institutional-grade returns on the table.
Fixed Income Security
Predictable returns. Tax-efficient structure. Zero guesswork.
India's fixed income market spans ₹90-100 trillion , bonds, NCDs, structured products, securitized instruments. Yet most retail investors and even HNIs are underexposed to fixed income, defaulting to FDs that underperform post-tax.
DealPlexus structures fixed income allocations across government bonds, corporate NCDs, and bespoke structured products , with full transparency on yield-to-maturity, credit ratings, tax treatment, and liquidity. We compare options across Wint Wealth, Grip Invest, Jiraaf, and direct issuances to find the instrument that matches your risk appetite and tax bracket.
Fixed income isn't boring. Done right, it's the yield engine that funds your equity risk.
Mutual Funds
Goal-based investing. Tax-efficient selection. No platform bias.
India's mutual fund industry has crossed ₹53-55 trillion in AUM , a number that reflects both the scale of the opportunity and the scale of the noise. Every aggregator, app, and direct platform claims to offer the best funds. Most optimise for clicks, not outcomes.
DealPlexus approaches mutual fund selection differently: we start with your goal (retirement, children's education, corpus in 10 years), work backwards to asset allocation, then build a fund mix that balances return potential with tax efficiency under the new capital gains regime.
If you're already investing via DIY platforms and haven't reviewed your portfolio's tax exposure or overlap in the last 12 months, this conversation is worth having.
Portfolio Management Service (PMS)
Discretionary wealth management for those who've moved beyond mutual funds.
India's PMS industry manages ₹8-9 trillion , and growing at 22-25% CAGR as HNIs graduate from pooled funds to individually managed portfolios. The minimum ticket is ₹50 lakhs. The payoff is a portfolio built for you, not 10,000 other investors.
DealPlexus provides access to both discretionary and non-discretionary PMS strategies across leading managers, alongside independent advisory on selecting the right PMS based on your investment philosophy, tax bracket, and liquidity needs.
We don't earn higher commissions for pushing one PMS over another. We earn your trust by recommending the right one.
Stock Market
Direct equity access, backed by research , not rumor.
India's equity market carries a ₹450-475 trillion market cap and growing retail participation. But most retail investors in direct stocks are underserved: discount brokers provide execution, not conviction. Research reports are generic. Position sizing is gut feel.
DealPlexus combines direct equity access with research-backed recommendations and advisory on portfolio construction , helping you move from opportunistic stock picks to a structured equity portfolio with a clear return mandate and exit discipline.
If your stock portfolio is a collection of tips from different sources with no coherent thesis, it's time to restructure.
Capital When You Need It. Structured to Work For You, Not Against You.
India's credit market is one of the most underserved in the world relative to GDP. The MSME credit gap alone is estimated at ₹30-35 trillion. Home loan penetration remains low. Personal credit is expensive and often badly structured. Business finance for complex transactions is practically inaccessible outside of large corporate relationships.
DealPlexus approaches lending differently. Every loan product is evaluated not just on rate and tenure, but on total cost of capital, tax treatment, and fit with your broader financial picture. We work with multiple banks, NBFCs, and specialized lenders , which means you never get just one offer. You get the right one.
Home Loans
Your home is your biggest financial commitment. Treat it like one.
India's home loan market has crossed ₹25-30 trillion and is growing at 14-16% CAGR. HDFC, SBI, and LIC Housing dominate through distribution scale , but scale doesn't equal personalization. Most borrowers accept the first offer they receive and overpay by ₹5-20 lakhs over the loan tenure.
DealPlexus structures home loan recommendations across multiple lenders with full transparency , rate comparisons, processing fees, prepayment clauses, and tax optimization under Sections 24(b) and 80C. Whether you're a salaried professional, NRI, or self-employed individual with a non-standard income profile, we find the lender whose credit policy fits your situation.
Business Loans
Fuel growth. Manage cash. Don't wait six months for a bank to say yes.
India's MSME sector faces a ₹30-35 trillion credit gap , the difference between what businesses need to grow and what the banking system currently provides. Lenders like Lendingkart, Capital Float, and Bajaj have improved speed, but the market remains fragmented and pricing opaque.
DealPlexus structures business loan access across working capital facilities, term loans, invoice financing, and government-backed schemes (MUDRA, CGTMSE) , matching each client to the right lender for their business profile, collateral position, and growth stage. If you've been rejected by one bank, that's often a structure problem, not a credit problem.
Loans Against Property (LAP)
Your property is working. Make your equity work too.
For business owners and self-employed professionals, a Loan Against Property is often the smartest way to access large capital at lower interest rates , using an asset you already own rather than giving up equity or paying unsecured lending rates.
DealPlexus structures LAP across banks and NBFCs, with advisory on loan-to-value optimization, end-use structuring, and integration with your business cash flow. We serve both resident and NRI property owners, and advise on the tax treatment of interest payments in a business vs. personal context.
If you own property worth ₹1 Cr or more and haven't evaluated LAP as a financing tool, you're likely leaving low-cost capital unused.
Personal Loans
Smart borrowing is still borrowing. Structure it to cost you less.
India's personal loan market is growing at 20-25% CAGR, driven by rising consumption and financial inclusion. But the rates vary enormously , from 10% to 30%+ , and most borrowers don't know how to navigate the difference. BankBazaar and LoanTap aggregate options; they rarely advise on total cost or whether a personal loan is the right instrument at all.
DealPlexus evaluates personal loan requirements in context , including whether consolidating existing high-cost debt into a lower-rate personal loan improves your monthly cash flow, and how loan repayment timing interacts with your investment strategy.
Business Finances
Project finance, M&A financing, and structured products for complex capital needs.
Beyond standard business loans lies a category that most SMEs and mid-market companies never access: project finance for specific growth initiatives, structured products for large working capital needs, M&A financing for acquisitions, and bridge facilities for time-sensitive transactions.
DealPlexus designs and structures complex business financing solutions across banks, NBFCs, SIDBI, Tata Capital, and institutional lenders , bringing investment banking architecture to financing decisions that are often handled with inadequate structure and higher cost than necessary.
If your growth plan requires more than a standard term loan, this is the conversation that changes your trajectory.
Protection That Actually Protects , Structured by Advisors, Not Agents.
India's insurance industry is chronically underinsured. Less than 4% of the population has adequate health coverage. Life insurance penetration remains below 3% of GDP. General insurance is bought reactively , after the car accident, not before. The result is a country where financial shocks wipe out wealth that took years to build.
DealPlexus treats insurance as a financial decision, not a sales category. Every insurance recommendation is made in the context of your total financial picture , your income, liabilities, dependents, existing assets, and tax position. We work with multiple insurers and compare across the full market. The right policy is the one that protects you efficiently , not the one with the highest commission.
Health Insurance
Medical inflation in India is running at 14%. Your health cover isn't keeping up.
India's health insurance market is growing toward ₹1.2-1.5 trillion as rising medical costs force families to reckon with inadequate corporate covers and outdated individual policies. Policybazaar and Coverfox aggregate options; they rarely advise on adequacy.
DealPlexus structures health insurance across individual, family floater, and corporate group plans , with advisory on sum insured adequacy, waiting period clauses, network hospital coverage, and claims support. We also advise business owners on the tax efficiency of group health policies under Section 37(1).
Your employer's ₹3 lakh cover isn't enough. Let us show you what adequate looks like.
Life Insurance
Term cover is cheap. Not having it is expensive. Everything else needs a second opinion.
India's life insurance market is a ₹7-8 trillion industry dominated by LIC, HDFC Life, and ICICI Prudential , all of whom sell through agent networks with significant commission incentives. The result is a market where ULIPs are often sold when term plans are what a client actually needs, and endowment policies are sold when the math clearly favors buying term and investing the difference.
DealPlexus advises on life insurance without product bias. We assess human life value, existing liabilities, income replacement needs, and tax efficiency (Sections 80C, 10(10D)) to recommend the right combination of term, ULIP, and endowment products for your life stage and goals.
General Insurance
Motor, property, travel, and commercial , bundled efficiently. No coverage gaps.
India's general insurance market spans ₹2.5-3 trillion and is growing at 12-15% CAGR. For most individuals and businesses, general insurance is bought in silos: one policy for the car, another for the office, another for travel , often with gaps in coverage and unnecessary overlaps in premium.
DealPlexus advises on general insurance as a portfolio , identifying coverage gaps, eliminating redundancies, and bundling policies efficiently across motor, property, travel, and commercial lines. For business owners, we structure commercial property, liability, and key-man policies as part of a comprehensive risk management framework.
When Products Work Together, Outcomes Improve. Significantly.
The financial supermarket model isn't just about convenience. It's about architecture. The professionals who use DealPlexus across three or more product categories consistently see better financial outcomes than those who optimize products in isolation.
Here's why — and how it plays out in practice:
A founder comes to DealPlexus for angel funding through Jindagi Live AIF. The round closes. Two years later, the startup is growing and the founder needs structured business finance for expansion , handled by the same relationship. Three years in, the company is M&A-ready. The investment banking team handles the transaction. The founder exits with significant liquidity , and the wealth management conversation (PMS, AIF allocation, fixed income ladder) begins the same week.
One relationship. Every stage of the journey covered.
An MSME owner approaches DealPlexus for a business loan. During structuring, the team identifies that a Loan Against Property would cost 400 basis points less than an unsecured term loan. The LAP is arranged. Separately, the owner’s corporate health insurance hasn’t been reviewed in three years, the sum insured is inadequate for a growing team. A group health policy is restructured. Six months later, the owner participates in an angel deal through DealPlexus. The interest paid on the business loan is structured to be tax-deductible against business income.
No single advisor sees this full picture. DealPlexus does.
An HNI investor starts with a PMS mandate. The portfolio review surfaces a large fixed deposit position earning 6.5% pre-tax, significantly below what a corporate bond ladder or structured NCD portfolio would yield at comparable risk. The fixed income allocation is restructured. A family floater health policy with inadequate cover is upgraded with a critical illness rider. An AIF allocation is added for uncorrelated returns. The next year, a Jindagi Live AIF co-investment opportunity arrives, the client participates because the relationship is already in place.
Wealth isn’t built in silos. It’s built in systems.
Clients who engage DealPlexus across investments, loans, and insurance benefit from a coordinated financial architecture that standalone providers structurally cannot offer. This is the DealPlexus advantage — not just access, but integration.
Not Sure Where to Start? Start Here.
Different clients have different financial priorities. The table below maps the most common client profiles to the products most relevant to their situation , and the conversation that makes the most sense as a starting point.
| Who You Are | Most Relevant Investments | Most Relevant Loans | Most Relevant Insurance | Best First Step |
|---|---|---|---|---|
| HNI Individual (₹1 Cr+ investable assets) | Angel Investing (Jindagi Live) + PMS + Fixed Income + AIF | Loans Against Property | Health + Life (comprehensive) | View Premium Products → |
| Retail Investor (building wealth) | Mutual Funds + Stock Market (with research) | Personal Loans (if needed) | Health Insurance (individual/family) | Start Investing Now → |
| Business Owner / MSME | Investment Banking Advisory (if exit/growth planning) | Business Loans + LAP + Business Finances | Health (group) + General (commercial) | Schedule Consultation → |
| Startup Founder | Angel Investing + IB Advisory (fundraise structuring) | Business Loans + Structured Finance | Minimal , focus on growth first | Explore Funding → |
| CA / IFA / Financial Advisor | Full product catalog to refer to clients | Full loan catalog to refer to clients | Full insurance catalog to refer to clients | Join DP Buddy → |
Not sure which category fits? A 15-minute advisory call with a DealPlexus specialist will map your goals to the right starting point , with no obligation to transact.
Book Your Free Advisory CallA note on what DealPlexus is not
DealPlexus is not a mass-market aggregator that earns on click-throughs and comparison tables. We are not Policybazaar for investments. We are not BankBazaar with a PMS tab added. Every product recommendation is made by professionals who understand the interaction between tax, returns, liquidity, and risk across your complete financial picture.
If you want the cheapest insurance quote ranked by premium, there are platforms built for that.
If you want a financial architecture that actually works, this is where you start.
Three Ways to Work With DealPlexus
Talk to an Advisor
The right product mix starts with the right conversation.
Tell us your goals. We'll tell you which combination of DealPlexus's 89+ products gives you the highest probability of reaching them , with the tax efficiency, risk profile, and liquidity that fits your situation.
No obligation. No product push. No commission-driven agenda.
30 minutes with a DealPlexus advisor is worth more than six months of navigating the market alone.
Join DP Buddy , Refer Products, Earn Recurring Commissions
You already know people who need better financial products. Get paid to introduce them.
The DP Buddy program is built for CAs, IFAs, wealth advisors, and financial consultants who want to expand their service offering without expanding their team. Refer clients across all 89+ DealPlexus products , investments, loans, insurance , and earn recurring commissions on every transaction.
- Full product catalog , investments, loans, insurance , all under one partner agreement
- Recurring commissions , earn on every transaction your referrals make, not just the first
- 30,753+ professionals already in the DealPlexus network
- ₹5-40 lakh annual income potential based on your existing client base
Your clients need these products. They're currently buying them from someone else. DP Buddy changes that.
Explore Products Directly
Know what you need? Go straight to it.
Browse all 89+ products across investments, loans, and insurance , with product-level detail on how DealPlexus approaches each category differently from standalone providers.