What this actually involves
There are more than a thousand mutual fund schemes available in India. Most investors do not need more than four or five of them. Our job is to narrow that field down to the ones that fit your time horizon, your tax position and the amount of fluctuation you can genuinely sit through.
We distribute regular schemes across equity, debt, hybrid, index and liquid categories under our AMFI registration. Your units are always held in your own name with the registrar, and your money moves directly from your bank account to the fund house. We never handle client cash.
Beyond the first investment, the work continues: consolidated statements, nomination updates, bank mandate changes, switch and redemption requests, and help during transmission of units to a nominee.
What this includes
- Category and scheme shortlisting based on your goal and horizon
- One-time KYC completion, including in-person verification
- Folio creation, nomination and bank mandate registration
- Lump sum, SIP, STP and SWP transaction support
- Consolidated portfolio statements across fund houses
- Switch, redemption and transmission assistance
Who it suits
- First-time investors who want somebody to sit with them through the forms
- Investors holding scattered folios across several fund houses
- Business owners with irregular cash flows who prefer lump sum plus SIP together
- Families who want one contact point for every folio in the house
The four steps
Understand
Income, commitments, existing holdings, tax slab and what each pot of money is for.
Shortlist
A small set of scheme categories, with the risk in each explained before the returns.
Execute
KYC, folio, mandate and first transaction completed in one sitting.
Service
Statements, changes and reviews handled for as long as you hold the investment.
Frequently asked
You may also need
Ready to take the next step?
Talk to us about your goals and we will walk you through the options in plain language — no pressure, no jargon.