Retirement Income
Retiring soon, or already retired, with money in FDs
- A monthly income from your savings that rises every year
- Your next three years of income kept safe in an FD or SCSS
- Your plan reviewed with you every year
About us
Careful with
other people’s money.
You want to know your money will last, without being sold to. That’s why we start with your numbers, never with a product.
Where your money goesEvery time
Straight to the fund house.
Never through us. Your units, in your own name.
- Paid into
- The fund house
- Units held
- In your name
- Statements from
- CAMS or KFintech
- Registered with AMFI as
- AMFI-registered Mutual Fund Distributor
- Registration number
- ARN-286779
- Combined experience
- 20+ years
Our mission
Safeguard your wealth, then let it compound.
Steadily, clearly, and with you first.
Your capital comes first
Money you need soon never depends on markets.
Plain answers
No jargon, no hidden incentives. If a number is an assumption, we tell you.
Straight about what we are
And about what we are not. Regulation comes first in every decision.
Our registration
What we do, and what we don’t.
So you know exactly what to expect from us.
We do
- Help you choose, buy and hold mutual funds
- Give you advice incidental to the schemes we distribute
- Build your one-page plan on your own numbers
- Review your plan with you every year
We don’t
- Act as a SEBI-registered investment adviser
- Run discretionary portfolios (PMS)
- Recommend individual stocks
- Sell insurance, lend money or arrange credit
- File taxes or give legal opinions
How we are paid
No separate fee. Not free, either.
The fund house pays us from the scheme’s expense ratio, typically 0.25% to 0.75% a year. You see every commission in writing before you invest.
₹250 to ₹750a year, on every ₹1 lakh you invest
What our registration coversWho we help
Start from where you are. We’ll help with the rest.
Corporate Treasury
Owner-led businesses with cash locked up in FDs
- A 90-day map of the cash you need, and the cash that sits idle
- Idle cash in liquid funds, in your company’s own name
- Nothing changes without your bank’s written confirmation
Wealth Builder
Still earning, saving every month for something big
- A monthly amount for each of your goals
- Tested at a lower return, so one bad year won’t derail it
- Moved to steadier funds as each goal gets close
Come and see us. Or we’ll call you.
North Pole South Pole Financial Services502, APNRT Tech ParkAtmakur, MangalagiriAndhra Pradesh 522503
By appointment.
Book a time to visit or callYour next step
Know your money will do what you need it to.
- Twenty minutes, on your own numbers
- Online or in person
- Nothing sold