YOUR MUTUAL FUND ADVISOR
We Work, While you Work!
The task of identifying, comparing and choosing mutual funds on your own can be a daunting task.
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We understand that.
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We believe in one-to-one interactions with your goals, your views and your ambition.
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Providing You
with a Seamless Experience
Enhanced Product Suite with paperless Execution for
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Mutual Funds
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Global Investments - New
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Fixed Deposits- Coming Soon
Mobile App (On-Request)
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View your portfolio & Returns
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Monitor Profit & Loss
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Consolidation at family level
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Access using MPIN or biometric authentication
Cross- Platform
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Available on iOS
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Available on Android
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Email Us/Call Us for reports
Safety & Privacy
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Your Data is safe with Us
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We do not share your data with unknown 3rd parties
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Your financial data/documents and financials are safe with us. We wont even share it with your own relatives!
Portfolio Statements/Reports right in your inbox
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Multi-product consolidation
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Simple & Intuitive
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Individual or family level
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SIP report
Technology Tie-up
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We have a technology tie up with Fintso
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They provide us with the back-end and the tools through which we can give you mobile app access 24/7
