Investing & SIPs
Start small and stay regular. We size a monthly SIP around your income, then help you hold it through the market's moods.
- SIP from ₹500/mo
- Lumpsum
- STP & SWP
Services
Advice first. Products only when they follow.
Distribution is the last step, not the first. Everything below starts from what you are trying to fund and when — and if the honest answer is that you do not need a product yet, that is what you will hear.
Coverage
Where we can help
Wealth management
For portfolios that have outgrown guesswork: asset allocation, fund selection, and rebalancing with a review every year.
- Asset allocation
- Rebalancing
- Annual review
Goal-based planning
A home in eight years, a wedding in twelve, college in fifteen. We work backwards from each goal to the amount, the fund mix, and the date.
- Home
- Education
- Wedding
Retirement planning
Compounding does the heavy lifting if you give it time. We build a corpus that outpaces inflation and pays a pension you control.
- Corpus target
- Monthly income
- Inflation cover
Tax-saving (ELSS)
Save up to ₹46,800 a year under Section 80C with equity-linked schemes — the shortest lock-in of any 80C option, with growth on top.
- Section 80C
- 3-year lock-in
- Equity growth
Insurance & protection
A plan only works if it survives a bad year. Term and health cover sized to your family, so the portfolio is never the emergency fund.
- Term life
- Health cover
- Family floater
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.
How we are paid
As a mutual fund distributor we receive a commission from the asset management company, paid out of the scheme’s expense ratio. You are not charged a separate advisory fee, and the expense ratio of a regular plan is the same whether you invest through us or through another distributor. We are not a SEBI-registered investment adviser, and nothing on this site is personalised investment advice.
Mutual fund investments are subject to market risks. Read all scheme-related documents carefully. Past performance is not indicative of future returns. Figures shown on this site are illustrative and do not constitute a promise of returns.
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.
Contact
Start with one conversation
The first meeting is free and comes with no obligation. Bring your questions, your existing statements, or nothing at all — we'll map out where you stand and what a plan could look like.
Book a free consultation- Call or WhatsApp
- +91 99220 08342
- Hours
- Mon–Sat, 10am–7pm