Core investing

Mutual fund portfolios built around what the money is for

Most long-term wealth in India is built through mutual funds, usually one SIP at a time. We help you decide how much goes into equity, hybrid and debt funds, choose schemes that fit each goal, and keep the portfolio in shape as markets and your life change.

You start with a conversation, not a product. Every scheme we suggest comes with a plain-language explanation of what it does and why it fits.

Ask on WhatsApp

Who it suits

First-time investors starting a SIP from ₹100 a month
Salaried professionals saving for a home, education or retirement
Investors with scattered holdings who want one organised portfolio
Families who want a periodic, written review of their investments

How we work on it

01
Understand the goal
Amount, date and how much risk you can carry, for each goal separately.
02
Build the allocation
A mix of equity, hybrid and debt funds matched to each goal’s time horizon.
03
Paperless onboarding
KYC and SIP mandates set up online in minutes.
04
Review and rebalance
Periodic reviews, rebalancing when allocation drifts, and changes when your goals do.

Questions

Asked often

Try the SIP calculator

Do I pay anything for investing through you?

No fee is charged to you. You invest in the regular plan of each scheme, and the fund house pays us a trail commission from the scheme’s expense ratio.

Can you review funds I already hold?

Yes. Share your Consolidated Account Statement (CAS) and we’ll look at overlap, costs and how your allocation matches your goals and risk profile.

Can I stop or change a SIP later?

Yes. SIPs can be paused, increased or stopped. Open-ended funds can be redeemed at any time, subject to any exit load and taxes.

Other services

All services

Mutual fund portfolios built around what the money is for

Understand the goal

Build the allocation

Paperless onboarding

Review and rebalance

Asked often

Other services