Mutual Fund Services

We are associated with 21 asset management companies including ABSL, AXIS, Canara, DSP, Edelweiss, Franklin, HDFC, ICICI, IDFC, Invesco, Kotak, L&T, Mirae, Motilal, Nippon, PGIM, SBI, Sundaram, TATA, and UTI Mutual Fund. Our total Assets Under Management (AUM) stand at ₹280 Crores as of 31st March 2021.

Mutual Funds are an excellent choice for individuals who want their hard-earned money to work efficiently. Our wealth management solutions are designed to build and manage a high-performing portfolio tailored to your life goals and financial needs.

In today’s time, mutual funds have become one of the most preferred investment options. However, with numerous funds and schemes available in the market, selecting the right one can be overwhelming.

Beyond investing, managing mutual funds—tracking folios, monitoring performance, and staying updated with current NAVs—can be a complex task.

• Guidance in selecting the right fund/scheme based on your risk appetite
• Portfolio creation aligned with your financial goals
• Tracking and managing multiple folios
• Regular updates on current NAVs and performance
• Ongoing portfolio monitoring and support