Premium mutual fund advisory. Live portfolio tracking. Personalised goal planning. For discerning investors who demand more.
Expert fund selection across 1,500+ schemes — equity, debt, hybrid, ELSS, and international funds curated to your goals.
A comprehensive financial roadmap — retirement, education, homeownership — with milestone tracking and annual reviews.
FEMA-compliant onboarding for clients in UAE, USA, UK, Canada. NRE/NRO guidance and India-focused portfolio management.
Strategic 80C planning, LTCG harvesting, and SIP timing recommendations to maximise post-tax returns across financial years.
Term life, health, and critical illness coverage analysis — ensuring every rupee you invest is fully protected.
Quarterly deep-dive reviews, overlap analysis, rebalancing recommendations, and consolidated CAS statement support.
Hand-selected funds with live NAV and returns data fetched daily from MFAPI.in.
| Fund Name | NAV | 1yr Return | 3yr CAGR | Risk |
|---|---|---|---|---|
| Loading live fund data from MFAPI... | ||||
⚠️ Past performance is not indicative of future returns. Mutual Fund investments are subject to market risk.
Select two funds from our curated list to compare NAV, returns, and risk side-by-side.
Answer 4 quick questions to discover your investor profile and get a personalised fund recommendation.
You prioritise capital safety. Debt funds, liquid funds, and balanced advantage funds are ideal for you.
Complete regulatory compliance for NRE/NRO accounts and repatriation rules.
Complete your KYC and start investing without setting foot in India.
One point of contact for all your India investment needs, across time zones.
Double Taxation Avoidance Agreement insights to help you optimise your tax position.
No pressure. No jargon. Just an honest conversation about your financial future.
+91 98XXX XXXXX
Monday – Saturday, 9 AM – 8 PM IST
[email protected]
Response within 12 hours
Google Meet / Zoom available
Ideal for NRI clients across time zones
Suite 401, Riddhi Siddhi Tower,
Gopalpura Bypass, Jaipur – 302018