Home About Products Partners Contact

Disclosures

Regulatory & Registration Details Read Disclaimer SID | SAI | KIM & Brokerage Details SEBI Circulars Important Links Code of Conduct Risk Factors Terms and Conditions Talk to Us

Our Products

Two disciplined building blocks — Mutual Funds and Alternative Investment Funds — distributed through an open shelf of India’s leading Asset Management Companies and select alternative managers.

Product 01

Mutual Funds (MF)

Investing in mutual funds is a smart option to grow your wealth. Mutual funds pool money from various investors to buy a diversified portfolio of stocks, bonds and other securities. This diversified approach reduces risk and allows you to benefit from professional fund management.

Mutual funds offer an easy entry point into the world of investing, making them an excellent choice for both beginners and experienced investors. With mutual funds, your money is managed by skilled fund managers who analyse the market and select the best investment opportunities.

Diversification by design

Exposure across companies, sectors and instruments in a single holding.

Professional management

Research desks and fund managers doing the security selection full time.

Line chart illustration of mutual fund scheme performance tracked over time
Mutual Fund partners

Associated with all major Asset Management Companies

We are associated as a Mutual Fund Distributor with all major Asset Management Companies, offering their Mutual Funds as part of the investment portfolios we build for our clients.

  • Aditya Birla Sun Life Mutual Fund
  • Axis Mutual Fund
  • Bajaj Finserv Mutual Fund
  • Bandhan Mutual Fund
  • Bank of India Mutual Fund
  • Edelweiss Mutual Fund
  • Groww Mutual Fund
  • HDFC Mutual Fund
  • HSBC Mutual Fund
  • ICICI Prudential Mutual Fund
  • ITI Mutual Fund
  • Kotak Mahindra Mutual Fund
  • Mahindra Manulife Mutual Fund
  • Mirae Mutual Fund
  • Nippon India Mutual Fund
  • PGIM India Mutual Fund
  • SBI Mutual Fund
  • Sundaram Mutual Fund
  • Tata Mutual Fund
  • UTI Mutual Fund
Illustration of stacked asset classes forming a structured AIF allocation
Product 02

Alternative Investment Funds (AIF)

AIFs are privately pooled investment vehicles that collect funds from investors and deploy them into specified assets as per the fund’s strategy. These funds can focus on equity, debt, real estate or other alternative assets, offering a structured approach to diversification.

We are associated as an Alternative Investment Funds Distributor with select alternative investment managers who bring specific opportunities and special value-adds to our client portfolios.

  • Axis Alternative Investments
  • Emkay Alternative Investments
  • Nippon India Alternative Investments
  • Sammaan Asset Management
  • Sundaram Alternates
Where these fit

Strategies we help clients build

The same two products, arranged for very different jobs.

Long-term equity growth

Diversified and focused equity schemes across market capitalisations, held through cycles rather than traded around them.

Treasury & debt allocation

Liquid, ultra-short and corporate bond strategies for corporate surpluses that need to stay accessible.

Systematic investing (SIP/STP)

Rupee-cost averaging and phased deployment to take timing risk out of large lump sums.

Alternative strategies

Long-short, private credit, real assets and other AIF strategies with low correlation to listed equity.

Goal-linked portfolios

Retirement, succession, education and liquidity events, each with its own allocation and review cadence.

Consolidation & clean-up

Reviewing legacy holdings scattered across AMCs and folios, and reducing them to a portfolio you can actually read.