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Every way to invest and insure, under one roof.

From your first ₹500 SIP to a dedicated PMS mandate, and the health, life and motor cover that protects it all — we work across the full range, so you can get your mutual fund, PMS and insurance needs served in one place.

Talk to us Compare investment options

Investing, by ticket size

Mutual funds ₹500+ SIP

SIF ₹10 lakh

PMS ₹50 lakh

AIF ₹1 crore

As your portfolio grows, so do your options — we'll tell you plainly when you've outgrown one and are ready for the next.

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Grow your money

Five ways to invest, matched to how much you have, how involved you want to be, and how it's regulated.

🧺From ₹500

Mutual Funds

Pooled, professionally managed and diversified across equity, debt and hybrid — the right starting point for most goals.

Explore Mutual Funds

🔁From ₹500/mo

SIP

Automate a fixed amount every month into your chosen funds, so you invest before you're tempted to spend.

Explore SIP

🧭From ₹10 lakh

SIF

SEBI's newer Specialised Investment Fund category — more flexible strategies than a mutual fund, still tightly regulated.

Explore SIF

🗂️From ₹50 lakh

PMS

A portfolio built and managed in your own name by a professional manager, with a strategy tailored to you.

Explore PMS

🏛️From ₹1 crore

AIF

Private equity, credit and other alternative strategies for investors ready to move beyond listed markets.

Explore AIF

Side by side

Which one actually fits you?

A quick way to see how the five investment routes differ before you talk to us.

	Mutual Funds	SIP	SIF	PMS	AIF
Best for	Most goals	Building a habit	Flexible strategies	Personalised management	Alternative assets
Typical minimum	₹500 lumpsum	₹500 / month	₹10 lakh	₹50 lakh	₹1 crore
Ownership	Units in a pooled scheme	Units in a pooled scheme	Units in a pooled scheme	Securities in your own demat	Units in the fund
Regulator	SEBI	SEBI	SEBI	SEBI	SEBI
Liquidity	High	High	Moderate	Moderate	Low, often lock-in

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Protect what matters

Cover that holds up when you need it — chosen for your situation, not the highest commission.

➕Health

Health Insurance

Individual and family floater plans that cover hospitalisation, day-care procedures and rising treatment costs.

Explore Health Insurance

👪Life

Life Insurance

Term cover sized to your actual income and liabilities, so your family's plans don't depend on your presence.

Explore Life Insurance

🚗Motor

Motor Insurance

Comprehensive and third-party cover for your car or two-wheeler, with claims support when it actually matters.

Explore Motor Insurance

How it works

The same process, whatever you pick

Understand your situation

Goals, timelines, existing cover and investments — one conversation, not five forms.

Recommend a fit

The specific products that match, explained plainly, with the trade-offs stated upfront.

Set it up

KYC, paperwork and onboarding handled online, whether it's a SIP or a PMS mandate.

Review, yearly or sooner

We check in at least once a year, or whenever your income, goals or family situation changes.

Common questions

Before you ask, we'll answer

I'm new to this — where should I start?+

Almost everyone starts with mutual funds via a SIP. Once you've built a track record and your portfolio grows, we'll flag when SIF, PMS or AIF might make sense — you never need to chase those categories yourself.

What's the real difference between SIF, PMS and AIF?+

All three sit above mutual funds in minimum investment and flexibility. SIF is the newest and most accessible of the three; PMS gives you a portfolio in your own name; AIF covers private and alternative strategies not available through listed markets. The comparison table above breaks this down further.

Can you handle my insurance and investments together?+

Yes — that's the point of working with us. We look at your cover and your portfolio in the same conversation, so you're not over-insured in one place and under-invested in another.

Do you charge any fee?+

For mutual funds, SIP and insurance, our commission is built into the product and disclosed in the scheme or policy document — no separate fee. PMS and AIF fee structures vary by manager and are disclosed before you commit.