Mutual Funds

Why through us?

Expertise & Knowledge

Asset Allocation, Stock & Fund Selection based on our deep research

Diversification

Investment across asset classes - direct stocks, Equity Funds and Debt

Flexibility

Ability to choose from different risk profiles which suits you best.

Latest Market
View

Constant Monitoring of portfolios and quarterly rebalancing based on our research & market view.

What Sets Us Apart?

Dynamic Investment Approach / Active Switching

Strategic and long-term fundamental approach with tactical views on economy & markets to provide a diversified asset allocation strategy that seeks to balance risk and return.

Based on Deep Research

Our recommended mutual funds represent the best, based on our deep research of fund’s underlying portfolios.

Vast multi-asset investing experience

Investors can choose the implementation strategy that fits their needs based on the risk profile or investment approach of lump sum or SIP.

Constant Supervision

All our portfolios are monitored on a monthly basis and rebalanced on a quarterly basis.

Multiple options to choose

Investors can choose the implementation strategy that fits their needs based on the risk profile or investment approach of lump sum or SIP.

Mutual Funds To Suit Your Profile

Conservative

A portfolio of funds for conservative risk taking investors

Moderate

A portfolio of actively managed funds for moderate risk taking investors

Growth

A portfolio of actively managed funds for aggressive risk taking investors

SIP

SIP strategies for aggressive risk taking investors

Wealth Creation

A Multi-asset, Diversified & aggressive risk portfolio for your Wealth Creation goal

Regular Income

A Multi-asset, Diversified & Growth oriented portfolio for long term regular income

Small and Midcap

A Fundamental based, diversified small & midcap portfolio for very high risk takers

Mutual Funds To Suit You Profile-01

Multiple Modes of Investment

MAGIC FORMS

Get online pre-filled printable mutual fund forms to avoid the chances of any manual or human error.

ASSISTED ONLINE ORDER

We offer Assisted Online orders via convenient MF platforms from BSE STAR MF and NSE NMF with a motive to give convenient and hassle free services.
Our Expertly initiated and very safe process of investment with the help of Two-factor Authentication and availability of payment gateway of all major banks make us one stop avenue for all kinds of profit and investment maximization.
In case a client is not in a position to login and place MF orders personally, Assisted online orders facility can be used in just three simple steps :

client instructs investment details to us

we enter the orders on our terminals

Single click email authentication by client

Online platform Capabilities

Transactional Features

Perform more functions with ease

Our Partners

Associates with Partners