For most people,
Investing feels confusing.
Too many choices.
Too much jargon.
And no clear plan.
That’s why most investors either do nothing… or chase the wrong trends.
We fix this by doing just one Thing:
👉 We Curate investment Basket that’s yours.
• Based on your life stage.
• Aligned with your goals.
• Designed to fit your comfort with risk.
Our Approach :
Answer a few questions → helps us Understand Your goals & risk profiling.
We Curate & Guide You with the Right Mutual Funds Basket For Your Goals → No clutter, only Funds that pass our in-house selection checklist and matches your needs.
Stay on Track →We Review The Baskets Periodically and Rebalance it So That your portfolio always stays aligned with your life goals.
👉 This way, you don’t just invest. You stay invested And always on Track.
Investment Baskets Offered:In vest for what matters most.
No jargons. No 1000s of funds. Just curated plans designed for your goals.
Retirement Basket
Build a future where work becomes a choice, not a necessity.
Children’s Education
Secure the best opportunities for your child.
Wealth Basket
Grow steadily, protect from inflation, and compound for the long term.
Dream House
Your dream home deserves more than wishful thinking so that you are ready when life celebrates big moments.
Any other goal
Whatever matters to you, we can plan for that (Dream vacation, Emergency Fund, Child Wedding or any other goal you have).
FAQ
How does the process work?
We’ve kept it simple:
-
Just fill a short form so that we can understand your goals and comfort with risk.
2. We analyze your responses and curate a personalized basket of mutual funds.
3. We discuss it with you to ensure it fits your needs.
4. Once you’re confident, we help execute the investments — all in your name.
5. Every 6 months, we review and rebalance your portfolio to keep it aligned with your goals.
No jargon. No complexity. Just clarity and transparency at every step.
Whose name will the investments be under?
Every investment is made in your name.
We simply help you execute them through our partner platform .
Your money and units are held directly with the fund house, not with us.
You stay the sole owner of your portfolio — always.
Investment will be completed With your OTP approval, your
money goes from your bank
to mutual funds directly
When we Rebalance the basket We send you a rebalance link and notification.
Upon your approval, your
investment gets adjusted
At the time of Withdrawal you can Withdraw partial or full. Money
gets deposited in your bank
account directly in 2 to 3 days
How much do we charge you?
Mutual fund houses incurs costs to manage a fund and these costs are charged to you as a fund management charge. They share a portion of that with us.
That means we don’t charge you directly.
Your investment value or returns are not affected by this — it’s already part of the fund’s cost structure.
So, our focus stays where it should — on your long-term growth.
Can I track my investments anytime?
Yes, absolutely.
You’ll get statements directly from each fund house, showing your holdings and valuations.
Plus, we are soon rolling out our client dashboard app — so you can check your portfolio anytime, anywhere.
Your money stays visible, accessible, and in your control.
Our Partners :
We don’t promise quick returns.
We promise discipline, transparency, and advice that puts you first.
Because real wealth is built with patience — and trust.
Our Vision To help Individuals invest wisely, without stress, and without confusion.
We are AMFI certified. Reg No ARN-338533