Investing doesn’t have to be complicated.

Build wealth with a simple, disciplined plan: provide relevant information about funds, set up software which helps in goal tracking, and steady execution.

What is the service?

We distribute mutual funds across categories: equity, debt, hybrid, index,
international, and thematic. You get access to leading AMCs, clean paperwork, and
ongoing service. No jargon, no hard sell.

How do we add value?

  • SIP, STP, SWP: set up systematic investments, transfers, and withdrawals that match cash flows, not mood swings.
  • Portfolio hygiene: periodic reviews, rebalancing guidance, and capital-gains summaries for ITR.
  • Transparent commissions: we distribute regular plans. Commissions are paid by AMCs within regulations.
  • Simple reporting: consolidated statements, goal trackers, and reminders that you will actually read.

Our USP

AMFI-registered distributor

with a process, not a pitch.

Choice across top AMCs,

not a single shelf.

Plain-English updates and simple tracking

that keep you on course.

Start your SIP today.

A five-minute set-up that your future self will thank you for.

Book Your Consultation

Who is this for?

  • First-time investors who want a guided start.
  • Busy professionals who prefer automation over micro-managing.
  • NRIs who need compliant, well-documented execution.
  • Seasoned investors who value rebalancing and clean reporting.

How it works: 3 simple steps

1

Clarify goals

Horizon, amount, comfort with risk.

2

Construct the mix

Suggest categories and funds, set SIP/STP/SWP, set rebalancing rules.

3

Review, not react

Scheduled check-ins, tidy switches when needed, no panic.

What you can invest in

  • Equity funds: large, flexi, mid, small, sector and thematic.
  • Debt funds: liquid, money market, short duration, target-maturity.
  • Hybrid funds: balanced advantage, equity-debt blends.
  • Index & factor funds: Nifty, Sensex, global indices, smart beta.
  • International feeders: where eligible, subject to limits and AMC policies.

Fees and commissions

  • We operate as a distributor of regular plans. AMCs pay us commissions within AMFI and SEBI rules.
  • You do not pay us a separate fee for distribution services.
  • We disclose our commission ranges and any conflicts, then keep the paperwork tidy.

Good to know

  • SIP vs lump-sum: SIPs smooth entry and behaviour, lump-sums suit long horizons and spare cash. We use both, with rules.
  • Switching: We switch for reasons, not headlines: asset mix, cost, or mandate drift.
  • Taxes: We provide statements and summaries. Final tax treatment depends on your situation: speak to a qualified tax adviser.

FAQs

Do you recommend schemes?

Yes: based on your goals, time horizon, and risk profile. No one-size-fits-all lists.

Yes. You can switch any time. We guide you on when and why, so changes are
orderly, not emotional.

We distribute regular plans and disclose our commissions. If you prefer direct, we
will say so and can still help with planning as a separate, paid engagement.

SIPs can start small, often ₹500–₹1,000 per month, depending on the fund. The
point is consistency.

Typically every 6–12 months, or when life changes. Rebalancing is rules-based to
keep risk in line.

Yes, subject to KYC, bank account set-up, and AMC country rules. We handle the
paperwork and the reminders.

No. Mutual funds are market-linked. We focus on asset mix and behaviour, which
matter more than predictions.

We provide statements and capital-gains reports. If you want filing support, our ITR
service is available as a paid add-on.

By design: diversification, proper asset allocation, and scheduled rebalancing. No
heroics, no chase-the-chart.

Disclosure & disclaimer

  • We are distributing mutual funds under ARN-331588.
  • Mutual fund investments are subject to market risks, including possible loss of principal. Read all scheme-related documents carefully.
  • Past performance does not guarantee future results.
  • We act as an AMFI-registered distributor of regular plans and receive commissions from AMCs within the regulatory framework.
  • Tax treatment depends on your individual circumstances: please consult a qualified tax professional.
  • We are not Investment Advisers as defined under the SEBI (Investment Advisers) Regulations, 2013 and do not provide investment advice on other SEBI-regulated products. Nothing on this website or any of our communication, formal or informal, should be construed as investment advice or a recommendation to buy, sell, or hold any investment product. You must determine, on your own behalf, the merits and risks of any investment product and its suitability for you.