Mutual funds & investments
Goal-based investing across mutual funds, bonds, PMS and alternative assets.
What is mutual funds & investments?
Investing is simple, behaviour is hard. We build goal-based portfolios across mutual funds, ETFs, bonds, fixed income and curated alternatives, and review them with you on a fixed cadence so your money stays aligned with the life you are building.
Why customers choose us
- Goal-based plans for retirement, child, home and business
- Curated mutual fund and ETF portfolios
- Direct bonds, FDs and tax-free instruments
- PMS and AIF options for HNI clients
- Annual review with rebalancing recommendations
The full picture
Mutual fund SIPs
Equity, debt and hybrid SIP portfolios mapped to your risk profile and goals.
Lumpsum portfolios
Tactical allocation when you have a windfall, bonus or one-time corpus.
Fixed income
Corporate bonds, sovereign gold bonds, tax-free bonds and high-rated NCDs.
PMS and AIF
Curated portfolio management and alternative investment funds for sophisticated investors.
NRI investments
FEMA-compliant mutual fund, PMS and bond solutions for non-resident clients.
Who can apply
- KYC-compliant resident, NRI or HUF
- Bank account for SIP debits
- Minimum ticket size varies by product
- Risk profiling completed with our advisor
What to keep handy
- PAN and Aadhaar
- Bank cancelled cheque
- FATCA declaration
- Risk profile questionnaire
Common questions
Are you a distributor or an advisor?+
We work as a mutual fund distributor and insurance aggregator. Our income comes from product manufacturers, never from upfront charges to you, and we disclose commissions transparently.
How often will we review?+
We do a full review once a year and a light check-in every quarter, plus an unscheduled review whenever your life or markets change materially.