Financial solutions for every stage of life
From mutual funds and fixed income to health, term and general insurance, we help you choose suitable financial solutions and stay with you long after.
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Investments
Market-linked investing for long-term goals, from a first SIP to professionally managed portfolios.
Mutual fund investments are subject to market risks. Read all scheme-related documents carefully.
Mutual Funds
We start with what the money is for, when you will need it and how much volatility you are comfortable with, and then help you choose suitable schemes. After you invest, we keep reviewing the portfolio with you and handle the paperwork along the way.
- SIP, lumpsum, STP and SWP
- Equity, debt, hybrid and ELSS (tax-saving) funds
- Goal planning for education, retirement and wealth creation
- Regular portfolio reviews
- KYC, nomination and transaction support
PMS / SIF
Portfolio Management Services (PMS) offer a professionally managed portfolio held in your own name. Specialised Investment Funds (SIF) are a newer SEBI-regulated category that allows more flexible strategies than a regular mutual fund. Both have higher minimum investments and suit investors with a longer horizon and higher risk appetite. We help you judge whether either one belongs in your portfolio before you commit.
- PMS: minimum investment of ₹50 lakh
- SIF: minimum investment of ₹10 lakh
- Strategy, fees and risk compared
- Suitability assessed before investing
Fixed Income
Steadier, fixed-return options for regular income, capital protection and tax planning.
Corporate / NBFC deposits are not covered by DICGC deposit insurance. Check the issuer's credit rating and terms before investing.
Fixed Deposits (NBFC)
Corporate and NBFC fixed deposits can offer higher interest than bank deposits, in exchange for higher credit risk. We compare rates, credit ratings and payout options across issuers and help you choose a tenure and structure that fits your cash-flow needs.
- Rates and credit ratings compared
- Monthly, quarterly or cumulative interest
- Senior citizen rates where available
- Maturity and renewal reminders
Capital Gain Bonds (Sec 54EC)
Under Section 54EC of the Income Tax Act, long-term capital gains from selling land or a building can be exempt from tax if they are invested in specified bonds within six months of the sale. These bonds are issued by notified public-sector entities, carry a five-year lock-in and allow up to ₹50 lakh per financial year. We help with the timing, the paperwork and the application.
- Invest within 6 months of the sale
- Up to ₹50 lakh per financial year
- 5-year lock-in, interest paid annually
- Application and documentation support
Insurance
Protection for your health, your family's future and the things you own.
Insurance is the subject matter of solicitation. For more details on risk factors, terms and conditions, please read the sales brochure carefully before concluding a sale.
Health Insurance
We help you compare health plans from Star Health, Care Health and HDFC ERGO on what really matters: sum insured, room-rent limits, waiting periods, co-payments and network hospitals. We also stay with you after the policy is issued, through renewals and claims.
- Individual, family floater and senior citizen plans
- Top-up and super top-up covers
- Policy comparison in plain language
- Renewal and claims assistance
Term Insurance
Term insurance is the simplest and most cost-effective way to protect your family's financial future. We help you work out how much cover you need based on your income, loans and responsibilities, and choose a suitable policy term and riders.
- Cover amount worked out from your needs
- Policy term and payout options explained
- Riders such as critical illness and accidental death
- Nomination and claims support
General Insurance
From your car and two-wheeler to your home, shop and travel, general insurance protects the things you own against loss and liability. We help you choose suitable cover, renew it on time and get through a claim when you need to.
- Motor insurance for cars and two-wheelers
- Home, shop and fire insurance
- Travel and personal accident cover
- Renewal reminders and claims assistance
How we get paid
No hidden charges and no advisory fee. As an AMFI-registered mutual fund distributor, we are compensated through the standard commission built into regular mutual fund plans, disclosed to you upfront, exactly as SEBI requires.
A simple, four-step process
No complexity for its own sake. Here is exactly what working together looks like, from first conversation to ongoing review.
01
Understand Your Goals
We start by listening: your aspirations, timelines, and comfort with risk.
02
Build Your Strategy
A tailored plan and fund selection designed specifically around your needs.
03
Invest & Monitor
We put the plan to work and track it closely against your objectives.
04
Review & Refine
Periodic reviews and rebalancing keep you firmly on course over time.
New to investing? Start here
Every investor needs a one-time KYC before their first mutual fund purchase. It takes a few minutes, and once it is done it is valid across every fund house in India.
Have an investment goal in mind?
Let's understand your goals and explore how you can plan for them, a relaxed, no-obligation conversation.