NIFTY 5024,318.60+0.62%SENSEX79,842.15+0.54%BANKNIFTY52,106.40-0.18%RELIANCE2,948.35+1.12%TCS3,912.70-0.44%HDFCBANK1,684.25+0.71%INFY1,562.90+0.28%SBIN812.55-0.36%GOLD MCX72,480+0.44%CRUDE MCX6,428-1.02%USDINR83.42+0.09%TATAMOTORS1,024.80+2.06%

Service

Mutual Funds & SIP

Our NISM Series V-A certified mutual fund distribution practice builds portfolios around your goals, not around whichever fund is trending this month.

What's included

  • SIP, STP and SWP set-up
  • Goal planning for education, retirement and home
  • Portfolio review every six months
  • Consolidated statements across AMCs

Why clients choose us for this

  • Paperless onboarding
  • Rebalancing alerts
  • One dashboard for the family
Talk to an advisor

Other services

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