Mutual fund execution, done properly.

• Execution: lump sum investments, systematic investment plans (SIP), systematic transfer and withdrawal plans (STP/SWP), switches and redemptions - placed accurately and on time.
• Paperwork handled: KYC, FATCA, nomination and bank mandate formalities completed by our back office, for individuals, HUFs, firms and companies.
• Reporting: consolidated portfolio statements through your dedicated digital portfolio platform on web and mobile, updated automatically - holdings, transactions and asset allocation in one place.
• Year-end support: capital gains statements and transaction summaries for each financial year, ready when your tax preparer needs them.
• Ongoing service: SIP changes, dividend and bank updates, transmission and nomination changes, folio consolidation - one phone call, and the back office takes it from there.

1. 1We meet and listen - the family's situation, existing investments, time horizons and comfort with risk, documented as regulation requires.
2. 2You decide - we provide scheme information, factsheets and comparisons from the fund houses; the investment decision is always yours.
3. 3We execute - transactions placed through the NSE platform, confirmations shared, folios organised.
4. 4We service - reporting through the platform, periodic portfolio reviews, and a back office that answers.

To begin, or to move existing folios to our service, contact us - the paperwork is simpler than you expect.