LOGIN

Forgot Password?

New User? Sign Up

About Us

We are your trusted financial advisors since 1996. We craft financial solutions to suit your needs ranging from Retirement Planning, Children's higher education, Children's Marriage, Financial Freedom, Tax planning among many others.

We deal in :-

Mutual funds

Tax savings (80C, 80D, 37(1) and 10(10)D of the Income Tax Act.

Retirement savings

Children's plan

Insurance

Please call us on 9835044495 for free assessment and planning.

Features

Family Account

Access your family member's Portfolio
with one single login

Transact Online

Invest Online in Lumpsum or SIP
in mutual fund schemes.

Save Tax

Check out Tax Savings
and Invest into ELSS Funds

Reports

View your current market value,
your profits & losses.

Calculators

Calculate the amount of wealth
required for your goal

Factsheet

Explore Mutual Fund schemes
and their performance

Focused Funds

Check out our recommended funds
and invest into them

Market Views

Get monthly market outlook
from the experts

E-Locker

Upload and save
your important documents.

Mobile App

Manage your wealth & track your family’s portfolio with one single login. You can easily and quickly invest in Mutual Funds from the app. Explore funds, view their performance and invest. Start an SIP or invest Lumpsum. Check out our recommendation of funds under Focused Funds. Whether you made profits or loss, check out from the reports. Simply Login and setup a 4 digit PIN for subsequent login so that you don’t need to enter your Username & Password every time. Download Now!