Founded in 2019, we are a mutual fund distributor committed to serving over 200 customers across India. Our technical capabilities are on par with other distributors in the market, offering complete robo or DIY onboarding applications. However, what sets us apart is the human touch we bring to each financial journey. We provide a dedicated relationship manager to every customer, ensuring personalized support and guidance. Our mission goes beyond financial transactions; we help our customers plan their future goals and contribute to society by educating both students and adults in financial knowledge, regardless of their investment appetite.
