Founder’s message

SHIBU DAS

"No two relationships are the same – ours should likewise be made to order. This belief is the cornerstone of our approach.

Behind every engagement with us is a dedication to collaboration and personal attention. That makes all the difference.

Today, that devotion remains unwavering, ensuring that your experience with us is not just good but exceptional.

As we move forward, we envision a future where our commitment to personalized service continues to evolve and exceed your expectations."

  • YEARS IN BUSINESS

    30

  • AUM IN ₹ CRORES

    787

  • AMC PARTNERS

    41

  • FAMILIES SERVED

    779
OUR STORY

Driven by Purpose: Discover Our
Philosophy, Vision, and Mission

  • Our Philosophy

    At the core of our philosophy is an unwavering dedication to integrity, transparency, and trust. We believe in reshaping the landscape of mutual fund distribution in India by embodying the values of reliability and openness in all our interactions.


    Our commitment extends beyond mere transactions; it is a promise to competency and fairness in all our dealings with investors.

  • Our Vision

    To be India’s most transparent, reliable and trusted mutual fund distribution company.

  • Our Mission

    To build lifelong relationships by consistently delivering exceptional client services that exceed expectations.

Our Offerings

Discover the breadth
of our services

Navigating the intricate landscape of mutual funds requires specialized knowledge. We take pride in our role as a dedicated mutual fund distributor, bridging the gap between you and the dynamic world of investments. We will empower you with the knowledge and tools needed to make well-informed investment decisions.


We ensure that your transactions are executed efficiently, providing a hassle-free experience as you navigate the world of mutual fund investments. Investing is a journey, and we are here for the long haul! Our commitment extends beyond the initial transaction.


We offer continuous support, keeping you informed about market trends, fund performance, and any updates that may impact your investments.


Count on us to be your reliable partner on your financial journey!


Our Process

Our
Workflow

We take pride in delivering unmatched solutions through our refined workflow. Our comprehensive approach empowers you to explore the journey of mutual fund investments. Trust our carefully crafted process, blending expertise, innovation, and an unwavering commitment to your financial well-being.

  • Initial
    Interaction

    Understand the goals.

    Carry out risk profiling.

    Provide all the information relating to the schemes for the investor to make an informed decision.

    Initial Interaction

    Understand the goals.

    Carry out risk profiling.

    Provide all the information relating to the schemes for the investor to make an informed decision.

  • FOLLOW UP
    CONNECT

    Collect FATCA and KYC documents.

    Collect NSE registration documents.

    FOLLOW UP CONNECT

    Collect FATCA and KYC documents.

    Collect NSE registration documents.

  • COMPLIANCES &
    REGISTRATIONS

    Complete the KYC-related formalities.

    Register the client with NSE.

    COMPLIANCES & REGISTRATIONS

    Complete the KYC-related formalities.

    Register the client with NSE.

  • EXECUTION

    Guiding investor's decisions and eliminating the complexities of investing in mutual funds.

    Based on the information and our guidance, the investor decides on the schemes to invest in and the strategy. The investment process is completed online/offline.

    EXECUTION

    Guiding investor's decisions and eliminating the complexities of investing in mutual funds.

    Based on the information and our guidance, the investor decides on the schemes to invest in and the strategy. The investment process is completed online/offline.

  • EMPOWERING THE INVESTOR

    Within three days of the execution of the investment, the investor is provided with online login credentials.

    Guidance is provided to the investor to install our mobile App and the navigation is explained.

    EMPOWERING THE INVESTOR

    Within three days of the execution of the investment, the investor is provided with online login credentials.

    Guidance is provided to the investor to install our mobile App and the navigation is explained.

  • MONITORING INVESTMENTS

    Regular connect is maintained to encourage portfolio monitoring under our guidance so that emotions are well-managed.

    MONITORING INVESTMENTS

    Regular connect is maintained to encourage portfolio monitoring under our guidance so that emotions are well-managed.

  • COURSE
    CORRECTION

    Periodical interactions to understand investor's concerns if any.

    Take corrective steps if required.

    COURSE CORRECTION

    Periodical interactions to understand investor's concerns if any.

    Take corrective steps if required.

  • ANNUAL TAX-RELATED
    ASSISTANCE

    Provide Capital gains and Holdings statement at the end of every FY for ITR filing.

    ANNUAL TAX-RELATED
    ASSISTANCE

    Provide Capital gains and Holdings statement at the end of every FY for ITR filing.

  • HASSLE-FREE

    Managing all the paperwork, tax obligations, and regulatory requirements to ease the investment process for you.

    HASSLE-FREE

HASSLE-FREE

Managing all the paperwork, tax obligations, and regulatory requirements to ease the investment process for you.

Planning Tools

Financial
Calculators

Wondering about your retirement income needs, adequate life insurance coverage, the difference between the old and new tax regimes and which one suits you?


Our financial calculators are educational tools designed to provide estimates for common financial questions. They aren't meant to predict future outcomes.


Simply click on a general financial topic below to access user-friendly calculators that can assist you in making informed decisions.

These calculators are hypothetical examples used for illustration purposes and do not reflect the performance of any specific investment or product.


Rates of return may vary, especially for long-term investments. Remember that investments with the potential for higher returns also have a higher risk of loss.


Get going! Read more

Partners

AMC PARTNERS

We take pride in being associated with 41 Asset Management Companies (AMCs) in India, offering a diverse range of investment solutions. Explore the expertise and reliability that define our collaborations, providing you with a gateway to financial growth.

More

Let the
conversation begin!