SIP Services
Start, modify, pause or step-up systematic investment plans with paperwork handled for you.
View service
Buying a mutual fund is easy. Keeping the folio correct for the next fifteen years is the part people underestimate.
As an AMFI-registered distributor, our role is to help you access schemes from Asset Management Companies, complete the documentation correctly and execute the transactions you instruct. We work in regular plans, which means the AMC pays us a commission that is disclosed in the scheme related documents. You are not charged anything by us.
Before a single form is filled we go through what a scheme actually holds, where it sits on the risk-o-meter, what the expense ratio and exit load are, and how long your money would normally need to stay invested for the category to behave the way it is designed to. If a category does not fit what you have told us, we say so.
After investment, the work continues: statements, switches, systematic transfers, redemptions, bank and address changes with the registrar, and transmission support if it is ever needed by your family.
Every item below is execution or servicing work carried out on your instructions.
No. Investors are not charged by us. The AMC pays a commission out of the scheme, and the rate applicable is disclosed in the scheme related documents you receive.
We distribute regular plans, which include distributor commission. Direct plans exist and can be purchased by investors themselves without any distributor. The difference in expense ratio is stated by every AMC, and we will show it to you before you invest.
Yours. Payments go from your bank account to the AMC, units are held in your name, and redemption proceeds return only to your registered bank account.
Start, modify, pause or step-up systematic investment plans with paperwork handled for you.
View service
ELSS and other Section 80C options, with lock-in and documentation explained upfront.
View service
Company and bank fixed deposits with published rates, tenures and interest payout modes.
View service
Talk to us about the schemes on our platform, the paperwork involved and how transactions are placed. No obligation, no charge to you.
Begin a goal-linked Systematic Investment Plan from ₹1,000 a month. Sit with us for a free, no-obligation conversation — at our Konnagar office or over a call.