Comprehensive Financial Services
From disciplined retail SIPs to institutional HNI equity mandates and retirement planning, explore our range of 13 goal-centric distribution and wealth creation services.
Mutual Fund Investments
Diversified equity, debt, and hybrid mutual fund portfolios matched to your goals, horizon, and risk profile.
- Multi-Asset Allocation (Equity, Hybrid & Debt Schemes)
- Professional Fund Manager Expertise & Research
- 100% SEBI & AMFI Regulated Distribution Framework
SIP Planning
Invest a fixed amount every month and let rupee-cost averaging and mathematical compounding build your wealth over time.
- Automated Monthly Bank Mandates (OTM / e-Mandate)
- Rupee Cost Averaging Advantage in Volatile Markets
- Flexible Step-Up (Top-Up) Annual Increment Options
Lumpsum Investing
Deploy available surplus capital strategically across equity, hybrid, and debt schemes with STP protection.
- Strategic Asset Allocation Across Market Capitalizations
- Systematic Transfer Plan (STP) Deployment for Market Entry
- Liquid & Arbitrage Parking Strategies for Interim Yield
Tax Saving (ELSS)
Save tax up to ₹46,800 under Section 80C with the shortest 3-year lock-in and high-growth equity compounding potential.
- Section 80C Tax Deduction up to ₹1,50,000 / Year
- Shortest 3-Year Lock-In (compared to 5-year FD or 15-year PPF)
- Disciplined Monthly SIP Tax Planning Architecture
Retirement Planning
Calculate your future living costs, combat inflation, and build an enduring pension corpus with SWP cash flows.
- Inflation-Adjusted Target Corpus Calculation
- Systematic Withdrawal Plan (SWP) Tax-Efficient Monthly Pension
- Multi-Asset Accumulation Model (Equity for Growth, Debt for Capital Preservation)
Children's Education Planning
Secure your child's higher education and career dreams with targeted long-term mutual fund SIP compounding.
- Education Inflation-Mapped Goal Projections
- Automated Child Milestone SIP Strategies
- Derisking Mechanism: Equity to Debt Transition 2-3 Years Before College
Goal-Based Planning
Map every single rupee to definite life milestones — buying a home, marriage, sabbatical, or debt freedom.
- Milestone Target Modeling (Home, Car, Travel, Sabbatical)
- Inflation-Adjusted Future Value Calculations
- Tailored Asset Allocation (Dynamic Equity to Debt Shifts)
Portfolio Review & Rebalancing
Thorough audit of your existing mutual fund folios to eliminate underperformers, reduce overlap, and rebalance asset weights.
- Portfolio Overlap & Concentration Diagnostics
- Scheme Quality & Rolling Return Benchmarking
- Asset Allocation Alignment (Equity / Debt / Gold / Cash)
Portfolio Management Services (PMS)
APMI-registered distribution of curated Portfolio Management Services for High Net Worth Investors (Minimum ₹50 Lakhs).
- APMI Registered Distribution (APRN08615)
- Direct Demat Holding in Client Name
- High Conviction Focused Stock Strategies (15-25 Stocks)
AIF Distribution
SEBI-regulated Alternative Investment Funds (Category I, II & III) for High Net Worth Investors (Minimum ₹1 Crore).
- SEBI Regulated Category I, II & III Fund Distribution
- Access to Private Equity, Structured Credit & Hedge Funds
- Statutory Minimum Investment: ₹1 Crore per Investor
SIF Distribution
Regulated distribution of Specialized Investment Funds for sophisticated investors seeking differentiated investment mandates.
- AMFI Regulated Distribution Framework (ARN-281405)
- Differentiated Investment Strategies & Thematic Focus
- Institutional Risk Management & Oversight
GIFT City Investments
Offshore global diversification, USD-denominated funds, and international equity portfolios via India's IFSC GIFT City.
- USD Denominated Global Investment Portfolios
- Liberalised Remittance Scheme (LRS) Gateway for Indian Residents (up to $250,000/yr)
- Seamless Inbound & Outbound Investment Architecture for NRIs
Need Help Designing Your Goal-Based Portfolio?
Book a confidential 1-on-1 portfolio review with Certified Financial Planner (CFP) Sanjay Tiwari to evaluate your retirement readiness, child education corpus, or HNI equity strategies.