Mutual Fund & Wealth Solutions
As an AMFI-registered Mutual Fund Distributor (ARN-163501), we help individuals and families invest in mutual funds aligned with their financial goals and tax profile. Whether you are starting a SIP, planning for retirement, saving tax through ELSS, or investing from abroad as an NRI, we guide you through fund selection, KYC, and ongoing portfolio review — alongside the tax planning expertise of our CA practice.
Key Benefits
- AMFI-registered distributor with BSE StAR MF platform access
- Goal-based fund recommendations tied to your tax and financial plan
- SIP, lump sum, STP, and SWP setup and monitoring
- ELSS and Section 80C tax-saving investment guidance
- NRI and pan-India clients supported via phone and video
What We Deliver
- Mutual fund selection and investment execution
- SIP registration and systematic transfer planning
- ELSS and tax-saving mutual fund advisory
- Portfolio review and rebalancing recommendations
- KYC assistance and investment account setup