Access schemes from more than forty Asset Management Companies through a single relationship, with every folio consolidated into one view.
We act as your distribution point for open-ended mutual fund schemes across equity, debt, hybrid and solution-oriented categories. That means we handle the application, the KYC, the folio creation, the bank mandate, and every subsequent transaction instruction you give us — purchase, switch, redemption, systematic transfer or nomination change.
Selection begins with your time horizon, not with a scheme name. Money you need within a year does not belong in the same category as money you will not touch for a decade. We shortlist at the category level first, share the Scheme Information Document and Key Information Memorandum for anything you are considering, and let you read the risk-o-meter and expense ratio yourself before anything is submitted.
We do not operate a discretionary mandate, we do not pool client money, and we do not guarantee a return on any market-linked product. We are remunerated through commission paid by the Asset Management Company, the structure of which is disclosed to you on request and in line with AMFI norms.
No. As a Mutual Fund Distributor we are remunerated by the Asset Management Company through commission embedded in the regular plan expense ratio. Nothing is charged separately to you by us.
Yes. We provide a consolidated statement across every folio held through us, on request or on a scheduled basis.
No. Mutual fund schemes are market-linked and no distributor or Asset Management Company may offer an assured return on them.
Speak with our team and start a goal-linked investment journey with full transparency on costs, risks and process.
