Intelligent Investing Through Our Mutualfund Platform

Why you should own Mutual Funds

According to the research, equity investment is dominating the current investment market. It has outperformed traditional investment products such as Fixed Deposits, Gold, real estate, bonds, and ULIP.

When it comes to investing in equity, mutual funds seem the most reliable option. The product helps you make investment easily and expect a high rate of returns over a short/long investment duration.

Advantage of Robo Advisory

Hello! I act as your financial friend and help you make a sound investment decision. Join me and take your overall MF investment experience to the next level!
  • Portfolio diversification

  • Consistent tracking, monitoring, and re-balancing

  • Easy and jargon-free financial advice services

  • Regular hypothesis testing

  • Follow the particular investment portfolio approach

  • Fair advisory services

How does Robo Advisory work?

Have you ever heard the saying "same size does not fit for all"? It is completely applicable to the investors who come with a different investment portfolio. Robo Advisory concept is based on providing a personalized experience to each customer. When you sign up with us, you get yourself a platform that designs your profile considering your risk profile, experience, and investment goals. According to your risk profile, we suggest the deals that suit your requirements. The Robo advisor, who acts as your financial friend, works in line with the recommendation logics and fund ranking. Our professional team has years of experience in this industry and they know how to build a customized portfolio for each customer. By choosing our investment platform, you can rest assured that all your MF investment profile building and purchase/sell requirements will be catered easily and effectively.

Insurance (Life & Non-Life)

Health Insurance
Travel Insurance
Accidental insurance
Motor Insurance
Critical illness
Accidental insurance

Other Services

Do you want to receive high interest on your deposits? Opt for our corporate FD investment and choose from an array of products.

Key Benefits

  1. Get high returns on Investment using our corporate FD products than bank fixed deposits
  2. Pick from an array of payout options ranging from a monthly payment to quarterly to half-yearly to yearly.
  3. Enjoy great liquidity with a short lock-in duration than the bank FDs
  4. Enjoy safe and a low-risk investment as compared to the bank provided FDs since the FD we offer are supported by top-rated companies.

KYC registration

Are you willing to diversify your investment portfolio by investing in mutual funds? Well, you can only invest in this product after completing the KYC (know your customer) requirements. Any investors who want to purchase MF should fulfill KYC conditions as they are legal and mandatory.

We have collaborated with the best online services to assist you in completing your KYC registration quickly. The online KYC registration process is free of cost with no strings attached.

Select your Mode of Investment

Lumpsump Investment

SIP Investment

Tax Saving

• Beware of fixed/guaranteed/regular returns/ capital protection schemes. Brokers or their authorized persons or any of their associates are not authorized to offer fixed/guaranteed/regular returns/ capital protection on your investment or authorized to enter into any loan agreement with you to pay interest on the funds offered by you. Please note that in case of default of a member claim for funds or securities given to the broker under any arrangement/ agreement of indicative return will not be accepted by the relevant Committee of the Exchange as per the approved norms.
• Ensure that pay-out of funds/securities is received in your account within 1 working day from the date of pay-out.
• Be careful while executing the PoA (Power of Attorney) – specify all the rights that the stock broker can exercise and timeframe for which PoA is valid. It may be noted that PoA is not a mandatory requirement as per SEBI / Exchanges.
• Register for online applications viz Speed-e and Easiest provided by Depositories for online delivery of securities as an alternative to PoA.

• Do not keep funds idle with the Stock Broker. Please note that your stock broker has to return the credit balance lying with them, within three working days in case you have not done any transaction within last 30 calendar days. Please note that in case of default of a Member, claim for funds and securities, without any transaction on the exchange will not be accepted by the relevant Committee of the Exchange as per the approved norms.

• Check the frequency of accounts settlement opted for. If you have opted for running account, please ensure that your broker settles your account and, in any case, not later than once in 90 days (or 30 days if you have opted for 30 days settlement). In case of declaration of trading member as defaulter, the claims of clients against such defaulter member would be subject to norms for eligibility of claims for compensation from IPF to the clients of the defaulter member. These norms are available on Exchange website at following link: NSE, MCX

• Brokers are not permitted to accept transfer of securities as margin. Securities offered as margin/ collateral MUST remain in the account of the client and can be pledged to the broker only by way of ‘margin pledge’, created in the Depository system. Clients are not permitted to place any securities with the broker or associate of the broker or authorized person of the broker for any reason. Broker can take securities belonging to clients only for settlement of securities sold by the client.

• Always keep your contact details viz. Mobile number/Email ID updated with the stock broker. Email and mobile number is mandatory and you must provide the same to your broker for updation in Exchange records. You must immediately take up the matter with Stock Broker/Exchange if you are not receiving the messages from Exchange/Depositories regularly.

• Don’t ignore any emails/SMSs received from the Exchange for trades done by you. Verify the same with the Contract notes/Statement of accounts received from your broker and report discrepancy, if any, to your broker in writing immediately and if the Stock Broker does not respond, please take this up with the Exchange/Depositories forthwith.

• Check messages sent by Exchanges on a weekly basis regarding funds and securities balances reported by the trading member, compare it with the weekly statement of account sent by broker and immediately raise a concern to the exchange if you notice a discrepancy.

• Please do not transfer funds, for the purposes of trading to anyone, including an authorized person or an associate of the broker, other than a SEBI registered Stock broker.

• Do not deal with unregistered intermediaries (who are not registered with SEBI/Exchanges).

Names and contact details of all Key Managerial Personnel including Compliance Officer

Sr. No.Name of the IndividualDesignationContact NumbersEmail Id
1 Charanpreet GillCEO/
2 Charanpreet GillWhole Time
3 Charanpreet GillCompliance
4Manpriya GillDesignated
5Kewal GillDesignated

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