Mutual Fund Distribution
Scheme execution support across leading AMCs — from onboarding and KYC to transactions and folio servicing.
View details
Six service lines
Everything we handle for you
Each service covers the full route — documentation, execution and after-sales servicing, including Shariah-compliant scheme options.
SIP Services
Set up, modify, pause or step up Systematic Investment Plans with paperwork and reminders handled for you.
View details
Tax-Saving Investments
ELSS and other Section 80C eligible options, arranged with clear documentation and lock-in tracking.
View details
Retirement Solutions
Long-horizon scheme categories and withdrawal facilities for investors building a post-work corpus.
View details
Insurance Solutions
Life, health and general insurance products arranged through licensed partners for family protection.
View details
NRI Investment Services
NRE/NRO-linked mutual fund transactions, documentation support and repatriation paperwork guidance.
View details
OnePoint of contact
After you invest
Servicing that keeps going
Starting an investment takes an hour. Keeping it healthy takes years. We stay with the file: correcting bank mandates, updating nominations, processing switches and redemptions, and pulling capital gains statements when your accountant asks for them.
- Folio consolidation and statement requests
- Nomination, address and bank detail updates
- SIP pause, step-up, modification and cancellation
- Redemption and switch execution with timelines explained
- Capital gains statements at the end of the financial year
Not sure where to begin?
Tell us what the money is for. We will explain the categories that fit and what each one does.