MUTUAL FUNDS
Choose From A Vast Universe Of Equity, Debt And Hybrid Fund Categories. Any Fund House, Any Fund.
ONLINE TRANSACTIONS
Instant transaction in SIP, STP, SWP, Lumpsum, Switch, Redemption
ROBUST PLATFORM WITHIN DEPTH ANALYSIS
Our platform lets you transact seamlessly and view your entire family’s investments in one place.
CAPITAL GAIN REPORT
A summarised and detailed capital gain report for Tax planning and tax filling
WHY THROUGH US?
EXPERTISE IN FUND SELECTION
Our fund selection process helps to filter out underperforming funds
DIVERSIFICATION
Our portfolio construction helps you in well diversify your portfolio among Different asset classes Equity, Debt, Gold and Different Categories Large, Mid and Small cap and more importantly avoid overlapping
RESEARCH
Our deep research and market view helps you in selecting best sectors
CONVENIENCE
One account to invest across all Mutual funds.
WHAT SETS US APART?
NEED BASED APPROACH
Our Suggestion are based on your need. We suggest products based on your goals and risk appetited.
CONSTANT SUPERVISION
We monitor portfolio on monthly basis
REGULAR REVIEW
We review portfolio with our customer once in six months.
BASED ON DEEP RESEARCH
Our Mutual Fund selection are based on deep research .
TRANSPARENCY
We brief all pros and cons of the decision so that you are prepared for worst case scenario..
OUR INVESTMENT STRATEGY?
BASED ON INVESTMENT HORIZON
Long term, medium term, and short term
BASED ON RISK PROFIL
Aggressive, Moderate and Conservative
REGULAR INCOME NEED
A basket strategy to give regular income with lowest risk.
WEALTH CREATION
A well-diversified portfolio for long term wealth creation .
SIP
SIP strategy for systematic investor.
TAX SAVING
Investment in ELSS option for taking tax benefit up to INR 46,350 U/s 80C of Income tax act
OUR INVESTMENT PROCESS
For some investors, this vast universe of available products may seem overwhelming.
We help you in finding a Mutual Fund scheme that suits your investment’s objective and risk profile .
Our investment process is below:
