Contact
One conversation. No obligation after it.
Call, or send a message on WhatsApp — whichever is easier. We reply within one business day. Nothing is recommended in the first conversation; it exists to work out what you are actually trying to fund.
Contact
Where to find us
If you already have statements or an existing portfolio, bring them — it makes the first conversation considerably more useful. If you don't, that is equally fine.
Book a free consultation- Call or WhatsApp
- +91 99220 08342
- Hours
- Mon–Sat, 10am–7pm
How it works
Four steps, and you can stop after any of them
A conversation, not a pitch
We start by understanding what you're saving for and what you already hold. No product is discussed in the first meeting. It is free, and there is no obligation after it.
The numbers, written down
Each goal becomes an amount and a date. We work backwards to what it takes monthly, and show you the assumptions behind that figure so you can argue with them.
Paperwork done properly
KYC, account setup and the first SIP mandate. We handle the forms and explain what you're signing rather than pointing at where to initial.
A review every year
Markets move, incomes change, goals get closer. An annual review checks whether the plan still matches your life, and adjusts it when it doesn't.
FAQ
Questions people actually ask
Nothing directly. Mutual fund distributors are paid a commission by the asset management company out of the scheme's expense ratio, which is the same whether you invest through a distributor or not. The first consultation is free and carries no obligation.
Most schemes accept ₹500 a month, and some go lower. Starting small and increasing later is a perfectly reasonable approach — consistency matters more than the opening amount.
Yes. SIPs can be paused, reduced, increased or stopped, and open-ended funds can be redeemed subject to exit load and lock-in rules where they apply. ELSS is the notable exception, with a three-year lock-in per instalment.
No. Mutual funds are market-linked. Any figure shown on this site, including the calculator, is an illustration at a stated assumed rate — not a projection of what you will receive, and not a promise. Returns can be negative.
KYC (PAN, Aadhaar, a bank account and a photograph) if you haven't completed it before, and a decision about how much to start with. We handle the paperwork with you.