What We Do

Distribution, education and onboarding under one regulated roof.

As an AMFI-registered Mutual Fund Distributor we facilitate access to mutual funds and other regulated investment products. — every investment decision rests with you, the investor.

Mutual Fund Distribution

  • • Onboarding & execution across 40+ AMCs
  • • Digital KYC, FATCA and nominee setup
  • • Statement, capital-gains and SIP tracking
  • • Servicing of existing folios
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Product Access & Onboarding

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  • • Mutual funds, bonds and fixed income
  • • PMS & AIF (eligible investors only)
  • • Insurance via partner intermediaries
  • • International investing via LRS partners
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Portfolio Walkthrough (Educational)

  • • Explanation of products you currently hold
  • • Benchmarking fund for easy comparision
  • • Educational only — no buy / sell / hold call
  • • Investor-directed action, never instructed
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Financial Calculators & Tools

Free
  • • SIP, lumpsum, goal and retirement calculators
  • • Educational outputs only
  • • Save results to your account
  • • Download as PDF for self-review
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Investor Education

Free
  • • Beginner Investments learning center
  • • Personal-finance fundamentals
  • • Market awareness articles
  • • CFA-candidate insights
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International Investing Access

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  • • LRS-eligibility walkthrough
  • • Feeder fund and ETF onboarding via partners
  • • Tax & reporting awareness content
  • • Servicing through partner platforms
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Servicing & Document Vault

Included
  • • Encrypted client document vault
  • • Meeting history & calculator results
  • • Reminder system for SIP renewals
  • • AMFI Code of Conduct compliant
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