Thoughtfully diversified portfolios,built around your goals

Mutual Funds. Built around your goals.

With a clear plan behind every fund, your portfolio stays diversified, purposeful and aligned with your time horizon.

• Start With Any BudgetBegin investing with an amount that suits you.
• Build Wealth Through SIPsInvest regularly towards your future goals.
• Diversify Your MoneySpread investments across different companies and asset classes.
• Invest With a PlanChoose funds based on your goals, time horizon and risk comfort.

Portfolio Review. Know what you own.

We look at your existing investments and show you where they overlap, where risk is concentrated and whether they still match your goals.

• Spot Fund OverlapSee which investments are duplicated across your funds.
• Review Your RiskCheck that your portfolio fits your comfort level and time horizon.
• Get a Clear SummaryKnow what to keep, review or rebalance.

Goal-based Investing. Every rupee, a purpose.

Instead of investing without direction, we link each investment to a goal, such as a home, education or retirement, with a timeline and a plan.

• Define Your GoalsSet each goal by amount, timeline and priority.
• Match Money to TimelinesAlign your investments with when you will need the funds.
• Review RegularlyTrack progress and adjust as your life changes.

Portfolio Management Services (PMS). A personalised portfolio managed for you.

Own stocks and other investments directly in your portfolio, with investment decisions tailored to your portfolio mandate.

• Own Investments DirectlyHold stocks and other investments in your own portfolio.
• Decisions Built Around YouInvestment choices follow your portfolio mandate.
• A More Personal ApproachGet tailored stock selection and portfolio management.

Standard minimum investment: ₹50 lakh, subject to applicable regulatory provisions and exceptions.

Specialised Investment Funds (SIF). A pooled investment managed by a fund manager.

Explore strategies beyond traditional mutual funds, through a fund rather than by selecting individual stocks yourself.

• Access Specialised StrategiesExplore options such as certain long-short strategies.
• Invest Through a FundGain exposure without picking individual stocks yourself.
• Go Beyond Mutual FundsLook at strategies outside traditional mutual funds.

Minimum investment: generally ₹10 lakh across SIF strategies, subject to applicable rules and exceptions.

Insurance. Protect what your plan depends on.

A good financial plan needs a safety net. We help you look at cover for your income, health and family, so a setback doesn't derail your goals.

• Review Your CoverCheck your life and health cover against your responsibilities.
• Protect Your DependantsBuild protection around your family and long-term commitments.
• Understand What's CoveredGet a plain-language explanation of inclusions and exclusions.

National Pension Scheme (NPS). Retirement, one disciplined step at a time.

A structured way to build a retirement corpus through regular contributions, with an asset mix that suits your age and risk comfort.

• Plan for RetirementBuild a fund to support your life after work.
• Invest RegularlyContribute as per your budget and long-term goals.
• Enjoy Tax BenefitsClaim eligible tax benefits under applicable tax rules.
• Create Retirement IncomeBuild retirement savings that can provide a pension and a lump sum, subject to NPS rules.