We help you invest in Regular Mutual Funds, which means that the Mutual Fund company we suggest you invest with pays us a small commission. There are no other fees.

We have integrated with Bombay Stock Exchange to process your transactions. The money that you invest goes to the Mutual fund house through BSE, ensuring 100% safety.

We are Independent Financial Advisors and are associated with top 10 Mutual Fund houses. Hence our choice of Mutual Fund is completely unbiased.

We don’t accept investments at random. We do a thorough Financial Plan, free of cost, before accepting any investments from you.

Based on your current income, expenses, goals (Short term and long term), your other assets and tax implications, we analyse and suggest future action plans.

It is based on your financial goals. We suggest short- or long-term funds based on your goals being soon or after many years. When Warren Buffet is asked ‘Why don’t everyone copy you?’, he answers, ‘Because Nobody wants to get rich slow’. Wealth building activity is a process, and it demands time, patience and discipline.

We do periodic reviews of your financial plan.

You can always track your investments through an app that we provide after client onboarding.