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AMFI-registered MFD · ARN-286779

Solutions

Start from where you are. We’ll plan the rest.

Retiring, running a business, or saving for something big: find yourself below, and see what a plan could look like for you.

Retirement Income

“I’m retiring, or already retired”

  • 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

What it could look like for you

You draw ₹ 72,000 a month from year 3, rising 7% a year, and leave ₹ 29.8 crore after 50 years.

Example: ₹1 crore in our model portfolio, on its past returns

Illustration on past returns. Past performance may or may not be sustained in future.

Corporate Treasury

“I run a business with cash 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

What it could look like for you

₹ 1.4 crore of your cash is locked as margin, earning 6.5%. You won’t need ₹ 60 lakh of it for 90 days.

Example: ₹5 crore of limits, ₹80 lakh needed in 90 days

Illustration on stated assumptions. Not a forecast.

Wealth Builder

“I’m saving 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

What it could look like for you

₹ 16,100 a month gets you there, or ₹ 25,400 a month if you start in 2029.

Example: ₹ 25 lakh of education in 2041, ₹ 5 lakh saved

On our model portfolio’s past returns. Past performance may or may not be sustained in future.

How we work

Whichever you are, here’s what happens next.

  1. 1

    Book a review call

    Twenty minutes on your numbers. Nothing is sold.

  2. 2

    Get your one-page plan

    What to do, and why, explained to you in person.

  3. 3

    Invest with confidence

    In your own name, after a suitability check, and reviewed with you every year.

You start with your numbers, not a product. The plan is where we earn your business.

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 covers

Your next step

Know your money will do what you need it to.

  • Twenty minutes, on your own numbers
  • Online or in person
  • Nothing sold
Book a review call