Most investors chase momentum.
We help you be there before it arrives.
Long-term, goal-aligned investing for Indian investors at home and across the world — zero jargon, no FOMO, no rush.
Ashish Jain
AMFI-Registered MF Distributor
Who guides you
Before distributing mutual funds, Ashish spent 10+ years in risk and operations at Barclays — one of the world’s largest financial institutions. That institutional background, combined with an FRM certification held by fewer than 80,000 people globally, shapes how he thinks about every portfolio: downside first, returns second.
Based in Europe and watching Indian markets from outside the daily noise, Ashish is also among the first MF distributors in India’s new SIF space — positioned in emerging opportunities before most investors know they exist. That’s not coincidence. It’s the philosophy.
50+
Client families
10+
Years in finance
2017
FRM certified since
40+
AMC partners
Client Stories
Real investors. Real results.
From first-time SIPs to multi-family portfolios — hear from the people who trusted us with their financial future.
AMFI-Registered Mutual Fund Distributor · ARN-294841 · Investments are subject to market risks.
What we help you with
From your very first SIP to India’s newest asset class, from NRI compliance to government-backed pension planning — we are your single trusted partner for the complete financial picture.
Mutual Funds
The most accessible way to grow wealth systematically. Whether you are starting your first SIP, building a goal-based portfolio, or investing a lump sum — we match the right funds to your goals, timeline, and risk appetite from across all major AMCs.
- SIP from as low as Rs.500 per month
- ELSS funds for tax saving under Section 80C
- Goal-based planning — education, home, retirement
- Regular portfolio reviews and rebalancing guidance
- Access to all major AMCs — HDFC, ICICI, SBI, PPFAS and more
Special Investment Fund
SIF sits between Mutual Funds and PMS — giving sophisticated investors access to advanced strategies at a fraction of PMS cost. Fund managers can deploy long-short equity, derivatives, and structured products not available in regular mutual funds.
- Minimum Rs.10 Lakh — Rs.40 Lakh less than PMS entry
- Long-short equity and derivative strategies allowed
- SEBI regulated — same investor protection as your MF
- Managed by India’s leading registered AMCs
- We are among the first distributors offering SIF products
NRI Investing
Investing in India as an NRI involves navigating NRE/NRO account structures, DTAA obligations, and FEMA compliance. We handle all of it — so you can focus on growing wealth, not on paperwork. We work with clients in the UK, UAE, USA, Singapore, Portugal, and beyond.
- NRE / NRO account guidance and setup support
- DTAA optimisation — avoid double taxation legally
- FEMA-compliant investment structuring
- Invest in Indian Mutual Funds from anywhere in the world
- Repatriation, remittance, and compliance guidance
Minor Accounts
The most powerful financial gift you can give a child is time in the market. A minor account lets any parent or guardian start investing from day one. The account converts automatically at age 18 — with a potentially life-changing corpus already built.
- Open with guardian’s PAN — no complexity
- SIP from Rs.500 per month in any fund
- Account converts automatically to standard at age 18
- Ideal for education, first home, or financial independence
- Full KYC and account setup support from our team
Fixed Deposits
Not everything needs to be in equities. For the safe, predictable portion of your portfolio, we offer Fixed Deposits through two of India’s most trusted and highly-rated NBFCs. We are authorised distributors for both — with paperless application and complete guidance.
- Bajaj Finance FD — AAA rated by CRISIL, trusted by millions
- Shriram Finance FD — AA+ rated, strong long-term track record
- Flexible tenures from 12 to 60 months
- Monthly, quarterly, or cumulative payout options available
- Minimum Rs.15,000 — simple, regulated, and reliable
Term & Health Insurance
A solid financial plan is never complete without adequate protection. Term insurance keeps your family secure no matter what happens. Health insurance prevents a medical emergency from undoing years of careful saving. We find the right cover at the right premium — no sales pressure.
- Pure term life cover — maximum sum assured at low premiums
- Comparison across India’s leading life insurers
- Family floater and individual health insurance plans
- Critical illness riders and top-up cover options
- Cashless hospitalisation across 10,000+ network hospitals
NPS
NPS is India’s government-backed retirement savings scheme regulated by PFRDA. It combines powerful tax benefits with professional fund management and equity exposure. We support both Individual NPS and Corporate NPS — for employers looking to enhance their employee benefit packages.
- Individual: Tax deduction up to Rs.2L p.a. (80C + 80CCD(1B))
- Individual: Equity allocation up to 75% for higher growth
- Individual: PFRDA regulated — government-backed structure
- Corporate: Employer contributions fully tax-deductible
- Corporate: Strengthens employee retention and benefit packages
More Services
Beyond the core products, we provide full support for joint holder accounts, Anyone or Survivor account structures — ideal for couples, as the surviving partner gets immediate fund access without legal delays — plus multi-goal SIP basket planning and annual portfolio reviews.
- Joint holder accounts — invest as a couple, fully flexible
- Anyone / Survivor structure — immediate access, zero legal delays
- Retirement corpus planning — build your long-term freedom fund
- Multi-goal SIP baskets — one plan across all your financial goals
- Annual portfolio review and rebalancing strategy calls
