Mutual Fund Distribution & Wealth Management

As an AMFI-registered Mutual Fund Distributor (ARN 255495), we help clients access investment opportunities through mutual fund schemes from leading AMCs.
Our support includes:
Systematic Investment Plans (SIPs): Helping clients start and manage disciplined, long-term investments.
Lumpsum Investments: Facilitating one-time mutual fund investments based on client needs.
Portfolio Tracking: Delivering consolidated statements and tools to track mutual fund holdings across schemes.
Systematic Withdrawal Plans (SWPs): Helping clients structure regular withdrawals from their investments, offering steady cash flow in retirement or other needs.
Systematic Transfer Plans (STPs): Enabling gradual movement of funds between schemes to manage risk and optimize returns.

Stock Broking Services
We facilitate equity market access through our partner broker, IIFL Capital Services Limited.
Our services include:
Account Opening Support: We help clients open demat and trading accounts with our partner broker.
Trading Assistance: Guidance on order placement in equities and derivatives segments, as per exchange regulations.
Market Access: Enable trading in segments like:
- Equity Cash Segment (NSE/BSE)
- Equity Derivatives – Futures and Options (NSE)
As an Authorised Person (AP), we collaborate with leading brokerage firms to seamlessly facilitate our clients' investment journey, offering personalized support and trusted access to financial markets through our strong affiliations.