Contact
Let’s talk
No pressure, no obligation, just a conversation about where you’re starting from.
What happens after you get in touch
Six steps, at your pace. What you tell us stays private, and nothing is invested until you’re comfortable.
Step 1: Discover
We start with the goal. The goal decides the time horizon, and the time horizon decides everything else.
Step 2: Assess
Risk tolerance, risk capacity and risk need — three separate angles, combined into one considered risk category.
Step 3: Select & Recommend
We shortlist suitable funds and check each one against your goal and risk profile.
Step 4: Simulate & Present
We walk through what to expect, including the rough patches, before any money moves.
Step 5: Start Small
Begin with an amount that feels comfortable. No minimum pressure, and you can always add more later.
Step 6: Grow Together
Your money is invested by the fund house’s managers. We review it with you, so no decision is made on impulse.
Questions people usually ask
Where does my money actually go?
Straight to the fund house that runs the fund, never to us. Your units are recorded by a SEBI-registered registrar or depository, and you can see them in your own login anytime.
What does it cost me?
There’s no separate bill from us. The fund house pays us a small yearly commission, usually about 0.5 to 1% of what you’ve invested, from the fund’s own costs, which are already counted in its daily price. It stops the moment you exit.
What if I need my money urgently?
Most funds have no lock-in, and money usually reaches your bank in 1 to 3 working days. Some funds charge a small exit load if you sell within a set time, often a year, and tax-saving (ELSS) funds lock in for 3 years. We tell you which applies before you invest.
Can I stop or switch later?
Yes. Stopping a SIP carries no penalty, and switching is straightforward. We’ll talk it through first, then help you do what you decide.
What’s the least I can start with?
Many funds take a SIP from ₹500 a month. Start with what feels comfortable, and add more later.
What if markets fall right after I invest?
Falls happen, and no one can time them. What matters is time in the market, not timing the market. The real question is whether you’ll need that money soon. If you will, it belongs somewhere steadier, and that’s what we check before you invest.
I live abroad. Can I still invest?
Yes, through an NRE or NRO account, with KYC done online. Some fund houses have extra rules for people in the US or Canada, so tell us where you live and we’ll check which funds are open to you.
Still have a question?
Ask it on WhatsApp or by email. No pressure, no obligation.