Financial products, facilitated end to end
As a distributor registered with AMFI and APMI, we help you access and understand the following product categories, and share product-related information within our scope as a distributor. Availability of specific PMS, AIF or bond products depends on our current empanelments. Prefer to browse by goal instead? See what to invest for.
Mutual Funds
Access to schemes across AMCs — equity, debt, hybrid and solution-oriented — distributed on an AMFI-registered basis.
Portfolio Management Services
As an APMI-registered distributor, we provide access to portfolio management services (PMS) from SEBI-registered portfolio managers, for investors seeking discretionary or non-discretionary structures.
Alternative Investment Funds
Facilitated access to Category I, II and III AIFs for investors meeting the applicable eligibility and ticket-size norms.
Bonds
Access to government, corporate and tax-free bonds for investors seeking fixed-income allocation.
Fixed Deposits
Facilitated placement of corporate and NBFC fixed deposits for investors prioritising capital stability.
Support that continues after you invest
Our servicing desk stays involved with you forever.
Onboarding & KYC assistance
Paperwork and process support to get your accounts and folios set up correctly the first time.
Transaction facilitation
Help placing purchases, redemptions, switches and SIP mandates across your holdings.
Statements & reporting
Consolidated portfolio statements and reporting assistance, so your paperwork stays organised.
Client support
A direct line to our team for servicing requests, queries and follow-ups.
Investor education
Non-advisory financial literacy resources to help you understand what you're invested in.
Documentation support
Administrative help with nominations, mandates, address and bank updates, and more.
Already investing with us?
For statements, transaction history or any servicing request, our team is a call or message away.