Mutual Fund Distribution
Regular plans across equity, debt, hybrid and index schemes from 44 fund houses, with every transaction and service request handled for you.
View service
Seven services, one point of contact — from your first SIP to your family’s insurance claim.
Regular plans across equity, debt, hybrid and index schemes from 44 fund houses, with every transaction and service request handled for you.
View serviceStart, step up, pause or stop a Systematic Investment Plan, with the auto-debit mandate set up right the first time.
View serviceELSS schemes and other tax-efficient options, with lock-ins, tax regimes and investment proofs explained in plain language.
View serviceBuild a retirement corpus through your working years, then set up a Systematic Withdrawal Plan for a regular payout later.
View serviceTerm life, health and general insurance from leading insurers, and a person to call when it is time to claim.
View serviceInvest in Indian mutual funds from abroad through NRE or NRO accounts, with KYC, FATCA and paperwork handled remotely.
View service
New category
SEBI’s new category between mutual funds and PMS. SIFs can run long-short and hedged strategies that regular mutual funds cannot, under mutual-fund-style regulation and disclosure.
How every service works
Your needs, timelines and comfort with risk.
KYC, nominations and bank mandate in order.
Documents and costs side by side. You decide.
Transactions placed and confirmed to you.
Every change and request, for years.
Talk to us about KYC, your first SIP, an NRI investment or an insurance renewal. We reply on call, email and WhatsApp.