01Mutual Fund Distribution
Regular-plan mutual fund transactions across leading AMCs, executed and tracked in one place.
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Every service below is a distribution or servicing activity. None of them involves investment advice, portfolio recommendations or assurance of any outcome.
01Regular-plan mutual fund transactions across leading AMCs, executed and tracked in one place.
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02Start, modify, pause or step-up systematic investment plans with paperwork handled for you.
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03ELSS and other Section 80C options, with lock-in and documentation explained upfront.
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04Long-horizon schemes, NPS and SWP-based withdrawal setups for the years after work.
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05Goal-linked folios for school, college and overseas study milestones of your children.
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06Term life, endowment and mediclaim policies sourced and serviced through licensed partners.
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07NRE/NRO folio setup, FATCA formalities and repatriation paperwork for investors abroad.
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08Company and bank fixed deposits with published rates, tenures and interest payout modes.
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09Pledge your mutual fund units for a loan or overdraft, without redeeming your investment.
View servicePurpose of the money, time horizon and the variation you can tolerate — captured in your own words.
Eligible categories, risk-o-meter levels, costs, exit loads and lock-ins, set out in writing.
KYC, folio creation, mandate registration and submission to the AMC, bank, issuer or insurer.
Statements, switches, redemptions, nomination and address updates, and answers when you need them.
These are not add-ons. They apply to every investor on our books, irrespective of the amount invested.
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.