Every service we offer is built around mutual funds — from choosing your first scheme to keeping your folios up to date. Jump to the one relevant to you, or get in touch and we'll figure it out together.
Service 01
We start with the goal — a child’s education, a home down-payment, a corpus by a certain date — and then shortlist mutual fund schemes and a SIP or lumpsum amount that fit its time horizon and your risk profile.
Service 02
A periodic, plain-language review of all your mutual fund holdings across fund houses, so you know where you stand against each goal.
Service 03
We work backward from the monthly income you’ll want in retirement to the SIP you need to commit today, and later set up a Systematic Withdrawal Plan (SWP) to draw from the corpus.
Service 04
Equity Linked Savings Schemes are mutual funds eligible for deduction under Section 80C. We help you choose them as part of your overall fund mix, not as a last-minute purchase before the financial year ends.
Service 05
Non-resident Indians can continue building a mutual fund portfolio in India through NRE or NRO accounts. We help set this up correctly for your residency status and repatriation needs.
Service 06
Keeping your folio details accurate matters as much as choosing the right scheme. We coordinate with the AMC and registrar (CAMS / KFintech) on service requests for your mutual fund folios.
