Send an enquiry
Fill this in and your email app will open with the details ready to send. Prefer to talk? Call or WhatsApp us on +91-7900-844-844.
Direct contact
call
Phone & WhatsApp
+91-7900-844-844
mail
person_check
Advisor
Padmashini Pathak
id_card
AMFI Registration
ARN-172683
support_agent
Investing from abroad?
Our NRI desk works across time zones and handles the FEMA, NRE/NRO and DTAA questions before anything is invested.
Visit the NRI desk
Before You Call
Questions we get asked first
Your goals and their timelines, what you already hold, your existing insurance cover, and any liabilities. We do not recommend anything in the first meeting — we listen, then come back with a written plan you can read before deciding.
As an AMFI registered mutual fund distributor (ARN-172683), we are paid trail commission by the asset management companies whose schemes you invest in. That is disclosed to you before you invest, and it is why you will hear us recommend against a product when it does not fit.
No. We work with first-time investors starting a modest monthly SIP as readily as with established portfolios. Starting early matters considerably more than starting large.
Yes, and it is a good place to start. Bring a consolidated account statement and we will walk through overlap, cost, risk and whether the allocation still matches your goals. If the answer is that you should change nothing, we will say that.
Reviews are scheduled, typically twice a year, with an interim conversation whenever your circumstances change — a new job, a new child, a property purchase, a move abroad. You can reach us in between without waiting for the calendar.