WHAT WE DO

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When You Get

You will have assigned a personal dedicated qualified mutual fund distributor (MFU)to manage your investment.
You will be suggested a product based on your suitability.
You will save time on researching the product as it would have already been filtered by us.
You will get a login id &password to check all your investment under portfolio login.

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Login Details Getting Started

We will have an initial discussion our phone/email.
We will discuss and assess your investment needs.
Monitor &report to every quarter
Review the same every year and make changes if necessary.

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Risk Factors – Investments in Mutual Funds are subject to Market Risks. Read all scheme related documents carefully before investing. Mutual Fund Schemes do not assure or guarantee any returns. Past performances of any Mutual Fund Scheme may or may not be sustained in future. There is no guarantee that the investment objective of any suggested scheme shall be achieved. All existing and prospective investors are advised to check and evaluate the Exit loads and other cost structure (TER) applicable at the time of making the investment before finalizing on any investment decision for Mutual Funds schemes. We deal in Regular Plans only for Mutual Fund Schemes and earn a Trailing Commission on client investments. Disclosure For Commission earnings is made to clients at the time of investments.

AMFI Registered Mutual Fund Distributor – ARN-19867 | Date of initial registration ARN – 01-Jan-2005 | Current validity of ARN – 07-Apr-2026

Grievance Officer- Prasad Sharadchandra Gadhe | prasadgadhe@gmail.com

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When You Get

Login Details Getting Started