Every scheme, every fund house, one desk
As a registered distributor we execute your instructions in schemes of all Asset Management Companies operating in India — equity, debt, hybrid, index, liquid and tax-saving categories, in both lumpsum and SIP mode.
Beyond the initial investment, we help with the paperwork that follows — SIP registration and step-up, STP and SWP set-up, folio consolidation, and the servicing requests that come up over the life of an investment.
We do not manage money or assure any outcome. Scheme selection remains your decision, based on the scheme documents and your own assessment or that of your tax and legal consultants.
The paperwork side of it
- Fresh KYC, KYC modification and re-KYC assistance
- SIP, STP, SWP registration and modification forms
- Consolidated folio statements and portfolio reports
- Redemption, switch and nomination request support
- Transmission and claim paperwork for surviving unit holders
Schemes of all AMCs registered with SEBI / AMFI
Before you sign anything
Transactions routed through a distributor are executed in the regular plan of a scheme. The distributor receives a commission from the AMC out of the scheme expenses; nothing extra is charged to you separately. Our commission disclosure page explains this in detail.
No. Every payment is made directly to the Asset Management Company through your own bank account or authorised payment modes. Units are held in your name in your own folio or demat account.
Minimums are set by each scheme and typically start from a few hundred rupees per instalment. The exact figure is stated in the Scheme Information Document of the scheme you choose.
Yes, subject to the rules of the fund house and applicable FEMA regulations. Certain jurisdictions are not accepted by some AMCs, and documentation requirements differ for NRE and NRO accounts.
Mutual Fund investments are subject to market risks. Read all scheme related documents carefully before investing. Past performance is not indicative of future results and no return is assured or guaranteed.
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National Pension System (NPS)
Account opening and contribution support for NPS Tier I and Tier II under the PFRDA framework.
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Have a question about Mutual Fund?
Call us during working hours or send a WhatsApp message. We will walk you through the documents, the costs and the process before anything is signed.