Mutual Fund Investments
Mutual funds pool money from many investors and invest it according to a stated objective. As an AMFI-registered mutual fund distributor, we help you access schemes from multiple fund houses and take care of the documentation, KYC and transaction support that comes with investing.
- Access to schemes from multiple SEBI-registered AMCs
- Assistance with KYC, FATCA and nomination
- Scheme information shared from official documents
- Help with purchases, switches and redemptions
- Consolidated account statement support
- Regular portfolio statements and updates
Our process
Understand your needs
We learn about your requirements and your risk comfort.
Share product information
We provide details and documents from the product provider.
Complete the paperwork
KYC, forms and mandates are handled with care.
Continuous service
Statements, changes and requests are supported throughout.
Other Services
SIP & STP Facilitation
Set up Systematic Investment, Transfer and Withdrawal Plans with mandate registration and ongoing servicing help.
Learn more
Tax-Saving ELSS Investments
Understand Equity Linked Savings Schemes, their lock-in and features, and invest through a simple, guided process.
Learn more
LIC & Health Insurance
LIC life insurance policies and health insurance covers from reputed insurers, with help at purchase and claim stage.
Learn more
Ready to start your investment journey?
Speak with our team for product information, onboarding help and service support.