Investments

Investing with a plan, not a hunch.

From your first SIP to retirement, tax-saving and child education planning, we help you invest with intent across 50+ leading AMCs in India.

SIP LUMPSUM RETIREMENT TAX SAVING MFIS INVESTMENT
What We Offer

Invest for the goals that matter.

Mutual fund investing and goal-based planning, built around your timeline.

Mutual Funds

  • SIP (Systematic Investment Plan)
  • Lump Sum Investment

Goal-Based Planning

  • Retirement Planning
  • Child Education Planning
  • Tax Saving Planning
  • Long-Term Wealth Creation
Our Fund House Partners

Leading AMCs, matched to your goals.

A quick guide to the fund houses we work with, grouped by what they do best.

1. The Institutional "Big Three"

Best for institutional-grade safety and strong corporate backing.

SBI Mutual Fund

India's largest AMC — a partnership between State Bank of India and Amundi (France), trusted for its nationwide banking reach.

ICICI Prudential Mutual Fund

The country's second-largest fund house, a joint venture with Prudential plc (UK), known for multi-asset and hybrid strategies.

HDFC Mutual Fund

A listed powerhouse backed by HDFC Bank, recognised for disciplined, value-oriented long-term investing.

2. Prominent Private Conglomerate Brands

Best for deep equity research and strength in mid- and small-cap segments.

Nippon India Mutual Fund

Backed by Nippon Life Insurance (Japan); an industry leader in small-cap funds and passive ETFs.

Kotak Mahindra Mutual Fund

A Kotak Mahindra Bank subsidiary known for conservative, risk-aware debt management.

Aditya Birla Sun Life Mutual Fund

A joint venture with Sun Life Financial (Canada), strong in corporate bond and hybrid funds.

Tata Mutual Fund

Carries the Tata Group's legacy, with an emphasis on long-term capital preservation.

3. Boutique & Performance-Driven Specialists

Best for focused, high-conviction, active fund management.

PPFAS Mutual Fund

Known for its transparent, value-centric flagship fund that blends global and Indian equities.

Mirae Asset Mutual Fund

A South Korea–headquartered firm respected for research-driven large- and mid-cap selection.

Quant Mutual Fund

A fast-growing, data-driven house known for its active, momentum-style equity strategies.

4. New-Age Fintech Entrants

Best for low-cost passive investing and digital-first platforms.

Zerodha Fund House / Groww AMC

Fintech-led AMCs focused on simple, low-cost index funds for new-age SIP investors.

Summary Selector Matrix

If your priority isLook at
Maximum safety & sovereign-scale trustSBI Mutual Fund
Sophisticated asset allocation & hybridsICICI Prudential or HDFC Mutual Fund
Aggressive mid/small-cap growthNippon India or Quant Mutual Fund
A buy-and-hold value strategyPPFAS Mutual Fund
How We Help

A plan first. Funds second.

We start with your goal, then match the right funds to it.

01

Define your goal

Retirement, education, tax saving or long-term wealth — we start with what you want.

02

Match the right funds

Across 50+ AMCs, chosen for fit with your goal and risk appetite.

03

Start with SIP or lump sum

Invest monthly or in one go — whichever suits you.

04

Review as life changes

We stay in touch so your plan keeps pace with your goals.

0Banks & NBFCs
0Insurance Partners
0Mutual Fund AMCs
ExtensivePune Builder & Developer Network

Ready to start, or already investing elsewhere?

We'll help you build a plan around your goals — retirement, education, tax saving or long-term wealth.