Our Services

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What we offer

Services for Every Investor

Explore our range of distribution and support services.

Access schemes across equity, debt and hybrid categories from leading AMCs, with smooth onboarding and paperwork support.

Set up Systematic Investment, Transfer and Withdrawal Plans with mandate registration and ongoing servicing help.

Understand Equity Linked Savings Schemes, their lock-in and features, and invest through a simple, guided process.

LIC life insurance policies and health insurance covers from reputed insurers, with help at purchase and claim stage.

Access corporate fixed deposits and fixed-income products with clear information on tenure, rating and payout options.

Build a corpus for your post-retirement years and set up a regular income stream once you retire.

Invest early and steadily for school, college and higher education costs, keeping inflation in mind.

A disciplined, goal-linked approach to building funds for a wedding in the family.

Turn an existing corpus into a fixed monthly withdrawal with a Systematic Withdrawal Plan.

Support for Non-Resident Indians investing in Indian mutual funds, subject to AMC and FEMA eligibility rules.

Speak with our team for product information, onboarding help and service support.