Other Services

Mutual Fund Distribution

As an AMFI-Registered Mutual Fund Distributor, we help investors build wealth through well-structured mutual fund investments. Our goal is to simplify investing and provide access to the right schemes based on your financial goals, risk appetite, and time horizon.

What we offer:

  • Wide range of mutual funds across equity, debt, hybrid, and tax-saving categories
  • Goal-based investment planning (retirement, child education, wealth creation, tax planning)
  • SIP & Lumpsum investment options with easy tracking
  • Continuous portfolio monitoring and guidance

We ensure that every recommendation is aligned with your financial goals and backed by disciplined research.

Why invest mutual fund with us?

Seamless Tracking with Our App:
We provide clients with easy access to their investment portfolio through a dedicated app. You can track your mutual fund investments anytime, anywhere, with real-time updates.

Monthly Portfolio Statements:
Every month, we share a detailed portfolio statement so you can see how your investments are performing. This ensures complete transparency in your wealth journey.

Active Monitoring & Risk Management:
Our team continuously monitors both your portfolio and market conditions to ensure your investments stay aligned with your financial goals. If risk levels rise, we proactively review and adjust strategies for your safety.

Explore our mutual fund solutions and equity strategies to achieve your financial goals with confidence.

Get In Touch

Get In Touch

Join the Live Session

Start Your Investment Journey Today
with Live Session!

Everyday from 9.15 AM to 3.30 PM

Pooja Kolwankar

Principal Officer & Portfolio Execution Lead

Chartered Accountant with 15+ years of
experience in capital markets and
algorithmic strategy development,
focused on delivering high-performance
PMS solutions. Proficient in building riskmanaged,
research-backed investment
models tailored for long-term wealth
creation.