Equity Funds
Large-cap, mid-cap, small-cap and flexi-cap funds for long-term wealth creation. Best suited to 5+ year horizons.
Higher risk
AMFI-registered distributor
Grow your wealth, goal by goal
Mutual funds are one of the most efficient ways to participate in India's growth story — but 1,500+ schemes is a lot of noise. We help you pick a portfolio aligned to your goals, horizon and risk appetite.
Mutual fund advisory
Advice built around your goal, not a commission table
Whether you're building a retirement corpus, planning your child's education, or saving tax under Section 80C — our advisors design SIP and lump-sum strategies you can actually stick to through a bad year.
- Goal mapping before scheme selection, every time
- Paperless KYC and one-click SIP setup
- Annual review, rebalancing and switch recommendations
- No separate advisory fee — we earn trail commission from the AMC
₹500
Minimum SIP most equity schemes accept
Categories we advise on
Mutual fund categories
Across every major category — picked based on your goals, not on what pays us most.
Debt Funds
Lower-volatility option for stable returns — liquid, short-duration, corporate bond and gilt funds for capital preservation.
Lower risk
Hybrid Funds
A balanced mix of equity and debt — for moderate-risk investors who want steady growth with some downside protection.
Moderate risk
Most asked forELSS (Tax Saver)
Save up to ₹46,800 in tax under Section 80C with a 3-year lock-in — the shortest lock-in of any 80C option.
Tax saving
Index Funds & ETFs
Low-cost passive investing tracking Nifty, Sensex, Nasdaq and other indices. A good starting point for first-time investors.
Low cost
International Funds
Diversify globally with funds tracking US, emerging and developed markets — geographic and currency diversification.
Currency risk
How we work
Our mutual fund advisory process
A simple, structured approach to building and maintaining your portfolio.
Profile you
Goals, time horizon, risk tolerance, existing investments and tax situation — we map the full picture before naming a single scheme.
Design portfolio
Asset allocation across equity, debt and hybrid, with specific scheme recommendations and the reasoning behind each one — written down, so you can check it later.
Set up SIP or lump-sum
Paperless KYC and one-click SIPs across multiple schemes, set up in a single sitting. You keep full control of the folios — they are in your name, not ours.
Review & rebalance
Annual reviews to track progress against the goal, switch persistent underperformers and bring the allocation back on target after a strong or weak year.
FAQ
Mutual fund questions, answered
What is the minimum SIP amount I can start with?
Most equity mutual funds in India allow SIPs starting at ₹500 per month, and some schemes accept ₹100. The starting amount matters far less than consistency and time horizon.
Are mutual fund returns guaranteed?
No. Mutual funds are market-linked and returns are not guaranteed. Well-diversified equity portfolios have historically delivered around 11–13% CAGR over 10+ year horizons in India, but any individual year can be negative. Debt funds offer steadier, lower returns.
How are mutual funds taxed?
Equity funds: long-term capital gains above ₹1.25 lakh a year are taxed at 12.5% if held over a year; short-term gains at 20%. Debt funds bought after April 2023 are taxed at your income slab rate regardless of holding period. Confirm current rules with your tax advisor before you file.
Can I stop or pause my SIP anytime?
Yes — SIPs are fully flexible. You can pause, stop or change the amount at any time without penalty, except ELSS units during their 3-year lock-in. We'd advise against stopping during a market downturn; that's when a SIP does its best work.
Do you charge advisory fees?
No separate charge. We are AMFI-registered distributors and earn trail commission from the fund houses, which is already built into the scheme's expense ratio.
