Products

Every regulated financial product

From SIPs to PMS, term insurance to NPS — one advisor for the entire Indian financial product landscape.

Mutual Funds

SIP from ₹500/month

Pooled investments managed by SEBI-registered AMCs across equity, debt, hybrid and tax-saving categories.

₹50 L+ minimum · Customised equity

PMS is a personalised, discretionary equity portfolio managed by a SEBI-licensed Portfolio Manager.

₹10 L+ · New SEBI category, 2024

SIF is a brand-new SEBI category (launched 2024) sitting between mutual funds and PMS.

Extra ₹50,000 tax saving

NPS is a government-backed retirement scheme regulated by PFRDA.

Term · ULIP · Endowment · Whole Life

Life insurance covers your family if something happens to you.

Family floater · Top-up · Critical illness

Medical inflation in India is 12–14% per year.

Car · 2-wheeler · Commercial

Third-party motor insurance is mandatory by law in India.

FDs · NCDs · RBI Bonds · SGB

Not everything should sit in equity.