π© Mutual Funds
Core wealth-building solutions for long-term goals
Equity, Debt & Hybrid Funds
SIP & Lumpsum strategies
Goal-based & risk-aligned investing
Portfolio review & rebalancing
π Ideal for long-term wealth creation
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Schedule a meeting at your convenience via my Calendly link
π© Portfolio Management Services (PMS)
High-conviction strategies for serious investors
Actively managed equity portfolios
Direct stock exposure
Transparent reporting
Suitable for higher investment thresholds
π For investors seeking focused equity strategies
π© Alternative Investment Funds (AIF)
Diversification beyond traditional investments
Private credit & structured strategies
Lower correlation with equity markets
Long-term opportunity-based investing
π Designed for sophisticated investors
π© Specialised Investment Funds (SIF)
Flexible strategies with controlled risk management
Ex Top 100 focused approach
Hybrid & specialised strategies
Smart use of derivatives for risk control
π Portfolio enhancer, not a replacement
π© Health Insurance
Protect your wealth before you grow it
Individual & family floater plans
Top-up & super top-up options
Claim support & renewal assistance
π Because health risks can derail financial goals
Note: The Portfolio Expenses are capped at certain level from 1% to 2.25% by SEBI and is charges as per the Asset size and on annualized calculation method. The net NAV announced by the Fund under its regular plan is less of such charges taken on weekly average valuation of the portfolio assetsΒ
Important Disclosures:
We are purely a Mutual Fund Distributor and Insurance Distributor, hence earn our commission as a product distributor.
However incidental to our services, due to our key source of Income as a distributor of Mutual Funds & Insurance, we provide add on services like- Fixed Deposit investments, Debt Management, Retirement Solution and Financial Literacy, we do not charge any extra fees for any of these incidental services
As a part of our own philosophy we keep a very transparent and clear disclosure of our earnings for the understanding of our clients:
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