✅ Mutual Fund Distribution
A close-up of hands holding coins, symbolizing careful investment.
A close-up of hands holding coins, symbolizing careful investment.

– Selection of suitable equity, debt, hybrid & multi-asset funds based on your goals. – Access to top AMCs in India.

A digital interface showing AI-assisted investment analytics.
A digital interface showing AI-assisted investment analytics.
✅ Goal-Based Financial Planning

– Retirement planning – Child education planning – Dream vacation planning – Wealth creation plans

– Periodic performance tracking – Re balancing based on market conditions – Risk assessment and optimization

✅ Portfolio Review & Rebalancing

OUR SERVICES

Bright living room with modern inventory
Bright living room with modern inventory
✅ SIP & Lumpsum Investment Guidance
A close-up of hands holding coins, symbolizing careful investment.
A close-up of hands holding coins, symbolizing careful investment.

– Personalized SIP strategies – Market-timed lumpsum suggestions

A digital interface showing AI-assisted investment analytics.
A digital interface showing AI-assisted investment analytics.
✅ Client Support

– Easy on boarding – Regular updates – Simplified explanations and for beginners.

– ELSS (Tax-saving Mutual Funds) – Capital gains Tax planning – Optimizing tax on investments

✅ Tax-Efficient Investment Planning
A digital interface showing AI-assisted investment analytics.
A digital interface showing AI-assisted investment analytics.
A close-up of hands holding coins, symbolizing careful investment.
A close-up of hands holding coins, symbolizing careful investment.
✅ NRI Investment Support

– End-to-end guidance for NRI mutual fund investments –NRO/NRE-related investment support -NO Capital Gain tax investment for GCC NRIs*

A financial advisor discussing plans with a client over documents.
A financial advisor discussing plans with a client over documents.
✅ Gift City Investment Support

– Guidance for Gifty City Inbound and Outbound Fund Investments for NRIs,especially from US,UK and Canada

–Staying with you through every investment cycle –Timely portfolio updates -Dedicated assistance.

✅ Life long Support
A financial advisor discussing plans with a client over documents.
A financial advisor discussing plans with a client over documents.

FAQs

What is SIP?

SIP means Systematic Investment Plan for regular mutual fund investing.

How to start investing?

Begin with setting financial goals, then we help select suitable funds and plan.

Can I invest as NRI?

Yes, we provide specialized support for NRI clients to invest in Indian mutual funds easily.

We guide you on tax-efficient plans to optimize your returns responsibly.

What about tax benefits?
How do you use AI?

AI assists us in analyzing market trends for smarter, personalized investment advice.