New Features Coming Soon!

Coming Soon!

We are building a Financial Kit for you to help you manage your finances better.

Investment Advisory

Mutual Funds

Financial Planning

Stay tuned for updates!

Investment Plans

40+

Fund Houses

1000+

Fund Schemes

Development Progress75%

Preview of the Features

From getting you services from Registered Investment Advisors to Mutual Fund Investments, we are building a complete financial ecosystem for you.

Investment Advisory Services

By SEBI Registered Investment Advisors

Professional financial advisory services provided by SEBI registered investment advisors

Risk Profiling & Assessment

Goal Setting & Planning

Retirement Planning

Personalized Investment Strategies

Note: We're currently working out modalities and in discussions with SEBI registered investment advisors.

Mutual Fund Investments

Through our Platform

Invest in mutual funds through our platform.

Direct Fund Purchases

Curated Fund Baskets

Expert-Curated Portfolios

40+ Fund Houses Access

Note: Fund baskets will be curated in consultation with professional investment advisors and market analysts.

Key Features

Beyond investment growth, our platform will offer comprehensive tools and features to help you manage your finances better.

Investor Portfolio Management

Real-time portfolio insights and tracking

Financial Planning

Professional planning through SEBI registered advisors

Risk Profiling

Professional risk assessment by SEBI registered RIAs

MF Transactions

Complete transaction platform with real-time updates

KYC & Onboarding

Digital KYC and seamless onboarding

Fund Analytics

Real-time fund details and performance data

Our Services

Professional financial planning and comprehensive investment solutions

Preview: All financial planning and advisory services will be provided by SEBI registered investment advisors through our platform, offering comprehensive and personalized solutions.

Child Education

Professional goal planning and investment strategies for child education

Home Purchase

Professional goal planning and investment strategies for home purchase

Car Purchase

Professional goal planning and investment strategies for car purchase

Vacation

Professional goal planning and investment strategies for vacation

Wedding

Professional goal planning and investment strategies for wedding

Retirement

Professional goal planning and investment strategies for retirement

Risk Profiling

Professional assessment through SEBI registered investment advisors

Risk profiling is the quantification of an individual's risk tolerance. Every person has a different tolerance to market volatility based on factors like disposable income, age, financial goals, and lifestyle.

Financial Assessment

Personal Factors Analysis

Professional Questionnaire

Portfolio Recommendation

Retirement Planning

Comprehensive, personalized approach to ensure a secure financial future

Retirement planning with RIAs involves a comprehensive, personalized approach to ensure a secure financial future. RIAs assess individual financial goals, risk tolerance, and time horizon to create tailored investment plans.

Needs Assessment & Goal Setting

Personalized Retirement Plan

Portfolio Management & Monitoring

Ongoing Support & Guidance

Partner Fund Houses

Access to a wide range of mutual funds from leading fund houses through our AMFI registered distribution platform

HDFC Mutual Fund

ICICI Prudential

SBI Mutual Fund

Axis Mutual Fund

Kotak Mutual Fund

Aditya Birla Sun Life

Nippon India

UTI Mutual Fund

DSP Mutual Fund

Mirae Asset

Edelweiss

Canara Robeco

Motilal Oswal

L&T Mutual Fund

Franklin Templeton

HSBC Mutual Fund

BNP Paribas

Invesco

JM Financial

LIC Mutual Fund

Mahindra Manulife

Navi Mutual Fund

PGIM India

PPFAS Mutual Fund

Quant Mutual Fund

Quantum Mutual Fund

Sundaram Mutual Fund

Tata Mutual Fund

Taurus Mutual Fund

Union Mutual Fund

WhiteOak Capital

360 ONE

Bandhan Mutual Fund

Baroda Pioneer

BOI AXA

Groww Mutual Fund

IDBI Mutual Fund

ITI Mutual Fund

Principal Mutual Fund

Shriram Mutual Fund

Trust Mutual Fund

40 Fund Houses • 1000+ Schemes • AMFI Registered

AMFI Registration Number: ARN-172760

Disclaimer: This is a preview of upcoming services. Mutual fund investments are subject to market risks. Please read all scheme related documents carefully before investing. Past performance is not an indicator of future returns. Investment advisory services are provided by SEBI registered investment advisors. We are AMFI registered mutual fund distributors.