We provide comprehensive mutual fund solutions for individuals, families, and corporates. Our services are designed to offer clarity, safety, and long-term wealth-building through structured and research-backed investment strategies.
A. Retail Mutual Fund Services
We help individual investors build wealth systematically, securely, and with complete guidance. Whether your goals are short-term or long-term, we offer personalised strategies to help you achieve them confidently.
Products & Solutions
✔ Systematic Investment Plans (SIP)
Build long-term wealth with small, regular investments. SIPs help you benefit from rupee-cost averaging and the power of compounding.
✔ Children’s Education & Future Planning Funds
Secure your child’s future through dedicated planning for education, marriage, and long-term milestones with inflation-beating strategies.
✔ Tax Planning (ELSS)
Save taxes under Section 80C with Equity Linked Saving Schemes that offer high growth potential and the shortest lock-in among tax-saving instruments.
✔ Retirement Planning
Create a strong financial foundation for your post-retirement life with diversified and inflation-adjusted investment strategies.
✔ Long-Term Wealth Creation
Equity and hybrid funds designed to grow your wealth steadily over the years with a research-driven investment approach.
✔ Goal-Based Financial Planning
Structured planning for life goals such as home purchase, travel, vehicle upgrade, or wealth creation, with clear timelines and contribution plans.
Advisory & Support
✔ Risk Profiling
Understand your risk appetite to choose the right mutual fund mix—be it conservative, balanced, or aggressive.
✔ Investment Planning
Tailored investment roadmaps based on your income, financial goals, and time horizon.
✔ Asset Allocation
Balanced diversification across equity, debt, hybrid, and other categories to optimise returns.
✔ Portfolio Rebalancing
Periodic review and adjustment of investments to remain aligned with your goals and market conditions.
✔ Mutual Fund Mentoring & Guidance
Continuous support to help you understand schemes, track performance, and invest confidently.
B. Corporate Mutual Fund / Treasury Services
We help corporates, SMEs, and institutions optimise their short-term and surplus funds with solutions focused on liquidity, safety, and efficient returns.
Treasury Investment Options
✔ Ultra-Short-Term Debt Schemes
Ideal for surplus funds for a few weeks to months with low interest-rate risk and stable returns.
✔ Liquid Funds (Daily Parking)
Perfect for daily surplus management with better yields than regular bank accounts and quick redemption options.
✔ Overnight Funds (1-Day Maturity)
Safest debt category for 1-day surplus with zero credit or interest rate risk.
✔ Weekend Parking Solutions
Earn returns even on idle weekend funds through smart, short-duration strategies.
✔ Short-Term Debt Strategies
Suitable for corporates looking to park funds for 3–12 months with high liquidity and moderate returns.
Corporate Advisory Solutions
✔ Treasury Management
End-to-end guidance to manage corporate surplus efficiently with a focus on safety, liquidity, and returns.
✔ Cash Flow–Based Asset Allocation
Investment strategies designed around working capital cycles and cash flow patterns.
✔ Investment Policy & Framework Creation
Creation of internal investment guidelines to support compliance, safety, and structured fund management.
✔ Regular Portfolio Monitoring & Reporting
Periodic reports, performance reviews, and rebalancing recommendations to ensure transparency and efficiency.