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Our Services

Eight services covering mutual funds, systematic investing, tax-saving products, retirement, insurance, NRI investing, PMS and demat accounts.

Choose a service

What we can help you with

Select a service to see what is included, how it works and answers to common questions.

Access to schemes across AMCs, with paperwork, transactions and servicing handled for you.

Start, step up, pause or modify SIPs, with auto-debit mandates set up correctly.

ELSS, tax-saver deposits and eligible insurance premiums, with the paperwork kept in order.

Products for building a retirement corpus and drawing a regular income from it later.

Life, health, motor, home and travel cover, plus help with renewals and claims.

Invest in Indian mutual funds and other products from anywhere, through NRE or NRO accounts.

Access to SEBI-registered PMS strategies for investors meeting the ₹50 lakh minimum.

Open a demat and trading account with a SEBI-registered broker, with paperwork support.

How it works

Call, WhatsApp or visit our Bhopal office.

One-time KYC, online or on paper.

Read the documents and choose what suits you.

Transactions and requests handled from one desk.

Call, WhatsApp or visit our Bhopal office. We work with investors across India and worldwide.