Mutual fund distribution, done with a plan. Every service comes with the fine print up front, because that's where the surprises usually live.
Monthly investing worked back from a goal and a date — a home, a child's education, retirement.
Park a large amount in a lower-volatility fund and move it to equity in instalments through a Systematic Transfer Plan.
A written review of your folios: overlap, category fit, cost, and whether each fund still matches its purpose.
Equity Linked Savings Schemes that qualify under Section 80C, under the old tax regime.
A Systematic Withdrawal Plan that pays a chosen amount monthly from your corpus.
Nominees, joint holders, minor folios, bank mandates and transmission — coordinated with the AMC/RTA.
SEBI requires every mutual fund scheme to disclose a riskometer, reviewed monthly. We match schemes to your assessed risk profile — never higher without your informed, written acknowledgement.
No fee. We are paid a trail commission by the AMC from the scheme's expense ratio when you invest in a Regular plan. AMC-wise rates are on our Disclosures page.
Yes. Direct plans have a lower expense ratio and no distributor. You can invest in them directly with any AMC or through a SEBI-registered Investment Adviser.
The mutual fund, through its trustee and custodian. Your units are held in your name in folios with the AMC. We never handle your money.
Nothing happens to your investments. You can change your distributor or move to Direct plans any time by informing the AMC.
[Yes / No — confirm]. Some AMCs restrict investments from residents of the USA and Canada; we check scheme-level eligibility first.
